-19.2%
IP vs CAKE
+79.7%
-98.9%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.9% |
| 7D | +0.1% | -1.1% | +1.1% | +0.4% |
| 30D | -11.2% | +0.4% | -11.7% | -11.6% |
| 3M | +12.3% | +59.9% | -47.6% | -8.0% |
| 6M | -5.2% | +75.1% | -80.3% | -26.1% |
| YTD | -4.0% | +115.0% | -119.0% | -34.2% |
| 1Y | -19.2% | +81.6% | -100.8% | -40.9% |
| All | -19.2% | +79.7% | -98.9% | -40.9% |
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