-9.9%
LOW vs CAKE
+261.6%
-271.5%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.2% |
| 7D | -3.7% | -4.5% | +0.8% | -2.7% |
| 30D | -8.9% | -12.4% | +3.6% | -6.2% |
| 3M | -10.4% | +37.3% | -47.8% | -17.8% |
| 6M | -19.4% | +70.7% | -90.1% | -30.3% |
| YTD | -17.1% | +106.0% | -123.1% | -32.0% |
| 1Y | -26.3% | +79.7% | -105.9% | -37.5% |
| 3Y | -9.9% | +267.8% | -277.7% | -39.8% |
| All | -9.9% | +261.6% | -271.5% | -39.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling