+464.3%
FLEX vs CAKE
+264.8%
+199.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +1.9% | -0.5% |
| 7D | +6.4% | -4.6% | +10.9% | +7.7% |
| 30D | -5.9% | -6.6% | +0.7% | -4.4% |
| 3M | -23.5% | +52.9% | -76.4% | -34.0% |
| 6M | +83.7% | +65.7% | +18.0% | +53.1% |
| YTD | +86.5% | +107.8% | -21.3% | +42.3% |
| 1Y | +100.5% | +78.5% | +22.0% | +61.4% |
| All | +464.3% | +264.8% | +199.4% | +240.4% |
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 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