+614.8%
FLEX vs CAKE
+131.7%
+483.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.7% | -6.8% | -4.9% |
| 7D | +7.5% | +2.5% | +5.0% | +6.7% |
| 30D | -25.3% | -3.1% | -22.2% | -24.8% |
| 3M | -39.7% | -2.2% | -37.5% | -39.8% |
| 6M | -47.9% | +94.1% | -141.9% | -59.4% |
| YTD | +24.1% | +119.4% | -95.3% | -8.2% |
| 1Y | +26.0% | +141.4% | -115.4% | -10.1% |
| 3Y | +282.7% | +273.6% | +9.1% | +129.4% |
| 5Y | +424.2% | +177.7% | +246.6% | +233.4% |
| All | +614.8% | +131.7% | +483.1% | +274.6% |
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