+27,756.5%
LOW vs CAKE
+3,772.9%
+23,983.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.4% |
| 7D | -2.6% | -5.6% | +3.0% | -1.2% |
| 30D | -11.1% | -10.5% | -0.6% | -8.8% |
| 3M | -8.5% | +43.6% | -52.1% | -17.2% |
| 6M | -20.8% | +63.0% | -83.9% | -30.9% |
| YTD | -17.2% | +102.9% | -120.1% | -31.9% |
| 1Y | -24.7% | +75.6% | -100.4% | -36.0% |
| 3Y | -9.7% | +257.7% | -267.5% | -37.5% |
| 5Y | +6.0% | +156.0% | -150.0% | -23.0% |
| 10Y | +230.5% | +150.5% | +79.9% | +111.0% |
| All | +27,756.5% | +3,772.9% | +23,983.6% | +9,416.1% |
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 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