+2,943.1%
FN vs CAKE
+498.8%
+2,444.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -3.6% | +15.2% | +12.6% |
| 7D | 0.0% | -5.2% | +5.2% | +1.2% |
| 30D | -34.3% | -0.2% | -34.1% | -34.6% |
| 3M | -39.9% | -0.2% | -39.6% | -40.3% |
| 6M | -51.8% | +77.5% | -129.3% | -60.1% |
| YTD | -28.1% | +114.1% | -142.3% | -43.9% |
| 1Y | -29.1% | +131.6% | -160.7% | -46.0% |
| 3Y | +102.4% | +271.4% | -169.0% | +32.5% |
| 5Y | +171.7% | +157.5% | +14.1% | +89.9% |
| 10Y | +773.5% | +153.3% | +620.2% | +428.2% |
| All | +2,943.1% | +498.8% | +2,444.3% | +1,089.5% |
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