+149.4%
MAR vs CAKE
+157.8%
-8.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.2% |
| 7D | -0.5% | -4.5% | +4.0% | +1.1% |
| 30D | -5.4% | -12.4% | +7.0% | -1.1% |
| 3M | -15.5% | +37.3% | -52.8% | -25.8% |
| 6M | +3.0% | +70.7% | -67.8% | -17.2% |
| YTD | +8.5% | +106.0% | -97.5% | -19.3% |
| 1Y | +26.0% | +79.7% | -53.7% | -1.7% |
| 3Y | +68.6% | +267.8% | -199.2% | -4.3% |
| All | +149.4% | +157.8% | -8.4% | +56.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling