+25.0%
FLEX vs CAKE
+147.7%
-122.7%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +4.7% | -17.0% | -12.3% |
| 7D | -17.0% | +9.1% | -26.1% | -17.0% |
| 30D | -33.8% | +5.8% | -39.7% | -33.7% |
| 3M | -39.0% | +9.3% | -48.4% | -39.1% |
| 6M | -15.9% | +96.1% | -112.0% | -23.2% |
| YTD | +27.8% | +131.4% | -103.6% | +9.4% |
| 1Y | +25.0% | +146.1% | -121.1% | +4.4% |
| All | +25.0% | +147.7% | -122.7% | +4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling