-25.7%
FN vs CAKE
+147.7%
-173.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +4.7% | -10.7% | -5.6% |
| 7D | -7.0% | +9.1% | -16.1% | -6.4% |
| 30D | -24.7% | +5.8% | -30.6% | -24.2% |
| 3M | -35.7% | +9.3% | -45.0% | -35.1% |
| 6M | -52.4% | +96.1% | -148.5% | -52.5% |
| YTD | -25.0% | +131.4% | -156.4% | -28.0% |
| 1Y | -25.7% | +146.1% | -171.7% | -29.7% |
| All | -25.7% | +147.7% | -173.3% | -29.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling