+790.7%
FIX vs CAKE
+273.8%
+516.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.5% |
| 7D | +6.1% | -1.1% | +7.1% | +6.4% |
| 30D | -2.7% | +0.4% | -3.1% | -3.1% |
| 3M | -10.9% | +59.9% | -70.9% | -24.7% |
| 6M | +29.0% | +75.1% | -46.1% | +4.8% |
| YTD | +76.9% | +115.0% | -38.1% | +32.3% |
| 1Y | +130.7% | +81.6% | +49.1% | +83.5% |
| 3Y | +790.7% | +279.1% | +511.6% | +413.3% |
| All | +790.7% | +273.8% | +516.9% | +413.3% |
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