-49.5%
FLUT vs CAKE
+157.8%
-207.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.4% | +1.5% |
| 7D | +0.4% | -4.5% | +5.0% | +1.8% |
| 30D | +2.5% | -12.4% | +15.0% | +6.4% |
| 3M | -9.2% | +37.3% | -46.6% | -17.4% |
| 6M | -8.2% | +70.7% | -79.0% | -22.1% |
| YTD | -53.2% | +106.0% | -159.2% | -62.6% |
| 1Y | -65.6% | +79.7% | -145.2% | -71.4% |
| 3Y | -43.6% | +267.8% | -311.3% | -62.9% |
| All | -49.5% | +157.8% | -207.3% | -65.0% |
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