-25.5%
FIS vs CAKE
+261.6%
-287.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.4% | -0.1% |
| 7D | -7.9% | -4.5% | -3.4% | -7.1% |
| 30D | -8.0% | -12.4% | +4.5% | -5.7% |
| 3M | +0.6% | +37.3% | -36.7% | -5.8% |
| 6M | -22.2% | +70.7% | -92.9% | -30.5% |
| YTD | -40.8% | +106.0% | -146.8% | -49.4% |
| 1Y | -41.5% | +79.7% | -121.2% | -48.6% |
| 3Y | -25.5% | +267.8% | -293.3% | -46.2% |
| All | -25.5% | +261.6% | -287.1% | -46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded CAKE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling