+7,917.6%
FLEX vs CAKE
+3,259.5%
+4,658.1%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.4% |
| 7D | -0.9% | -4.0% | +3.1% | +0.6% |
| 30D | -10.1% | +2.4% | -12.6% | -11.3% |
| 3M | -31.3% | +69.0% | -100.3% | -44.7% |
| 6M | +71.3% | +69.3% | +2.0% | +37.1% |
| YTD | +81.2% | +115.8% | -34.5% | +31.9% |
| 1Y | +98.5% | +79.3% | +19.2% | +53.8% |
| 3Y | +428.2% | +262.0% | +166.2% | +206.0% |
| 5Y | +657.3% | +165.7% | +491.6% | +371.2% |
| 10Y | +995.9% | +158.9% | +837.0% | +475.5% |
| All | +7,917.6% | +3,259.5% | +4,658.1% | +1,636.7% |
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