+179.3%
KO vs CAKE
+155.4%
+23.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.3% |
| 7D | +0.2% | -4.5% | +4.8% | +0.8% |
| 30D | +1.8% | -12.4% | +14.3% | +3.5% |
| 3M | +7.7% | +37.3% | -29.7% | +3.0% |
| 6M | +15.3% | +70.7% | -55.5% | +7.0% |
| YTD | +28.0% | +106.0% | -78.0% | +15.7% |
| 1Y | +34.3% | +79.7% | -45.4% | +23.4% |
| 3Y | +63.8% | +267.8% | -204.0% | +33.4% |
| 5Y | +84.1% | +159.9% | -75.8% | +53.7% |
| All | +179.3% | +155.4% | +23.9% | +97.1% |
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