-73.1%
FLNC vs CAKE
+186.9%
-260.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.4% | -7.6% | -6.5% |
| 7D | -9.1% | -2.2% | -6.8% | -8.0% |
| 30D | -28.4% | -7.2% | -21.1% | -25.8% |
| 3M | -60.3% | +40.1% | -100.4% | -67.7% |
| 6M | -42.6% | +84.1% | -126.6% | -60.4% |
| YTD | -52.4% | +110.9% | -163.4% | -70.3% |
| 1Y | +34.4% | +89.4% | -55.0% | -11.6% |
| 3Y | -63.0% | +272.1% | -335.2% | -85.3% |
| All | -73.1% | +186.9% | -260.0% | -88.3% |
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 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