+6,577.3%
FIX vs CAKE
+155.4%
+6,421.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.5% | +4.8% | +5.8% |
| 7D | +5.0% | -4.5% | +9.5% | +6.7% |
| 30D | -2.7% | -12.4% | +9.7% | +1.4% |
| 3M | -8.2% | +37.3% | -45.6% | -19.0% |
| 6M | +20.3% | +70.7% | -50.5% | -2.3% |
| YTD | +81.4% | +106.0% | -24.6% | +37.3% |
| 1Y | +121.5% | +79.7% | +41.8% | +74.8% |
| 3Y | +807.4% | +267.8% | +539.7% | +443.4% |
| 5Y | +2,306.7% | +159.9% | +2,146.8% | +1,442.6% |
| All | +6,577.3% | +155.4% | +6,421.9% | +3,276.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling