+8,592.5%
FIX vs CAKE
+3,507.5%
+5,084.9%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.7% | -4.1% | -2.2% |
| 7D | +9.4% | +2.5% | +7.0% | +8.7% |
| 30D | -27.8% | -3.1% | -24.7% | -27.3% |
| 3M | -35.6% | -2.2% | -33.3% | -35.7% |
| 6M | -45.2% | +94.1% | -139.3% | -56.2% |
| YTD | +19.5% | +119.4% | -100.0% | -8.4% |
| 1Y | +24.2% | +141.4% | -117.1% | -7.7% |
| 3Y | +494.2% | +273.6% | +220.6% | +279.9% |
| 5Y | +1,036.1% | +177.7% | +858.5% | +661.2% |
| 10Y | +3,599.0% | +131.9% | +3,467.1% | +2,192.8% |
| All | +8,592.5% | +3,507.5% | +5,084.9% | +3,386.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling