+2,166.4%
FIX vs CAKE
+163.4%
+2,003.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.3% | -1.1% |
| 7D | +3.5% | -4.6% | +8.1% | +4.9% |
| 30D | -3.5% | -6.6% | +3.1% | -1.9% |
| 3M | -11.8% | +52.9% | -64.7% | -23.6% |
| 6M | +17.8% | +65.7% | -48.0% | -1.2% |
| YTD | +73.3% | +107.8% | -34.5% | +34.7% |
| 1Y | +128.1% | +78.5% | +49.6% | +85.2% |
| 3Y | +772.7% | +266.4% | +506.3% | +456.0% |
| 5Y | +2,166.4% | +159.6% | +2,006.8% | +1,419.0% |
| All | +2,166.4% | +163.4% | +2,003.0% | +1,419.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling