+689.7%
FLEX vs CAKE
+152.3%
+537.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.4% | -1.8% | -3.4% |
| 7D | +0.1% | -5.6% | +5.7% | +2.0% |
| 30D | -11.8% | -10.5% | -1.2% | -8.7% |
| 3M | -22.6% | +43.6% | -66.2% | -33.0% |
| 6M | +77.3% | +63.0% | +14.3% | +45.1% |
| YTD | +78.8% | +102.9% | -24.1% | +34.0% |
| 1Y | +86.1% | +75.6% | +10.4% | +46.6% |
| 3Y | +446.2% | +257.7% | +188.5% | +217.6% |
| 5Y | +689.7% | +156.0% | +533.7% | +388.3% |
| All | +689.7% | +152.3% | +537.4% | +388.3% |
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