+2,460.4%
MAR vs CAKE
+2,082.7%
+377.7%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.4% | +4.2% | +2.0% |
| 7D | -0.5% | -4.6% | +4.1% | +1.1% |
| 30D | -4.7% | -6.6% | +1.9% | -2.6% |
| 3M | -15.6% | +52.9% | -68.5% | -28.4% |
| 6M | +1.2% | +65.7% | -64.5% | -16.9% |
| YTD | +7.5% | +107.8% | -100.3% | -19.0% |
| 1Y | +26.6% | +78.5% | -51.9% | +0.4% |
| 3Y | +66.0% | +266.4% | -200.4% | -1.2% |
| 5Y | +154.1% | +159.6% | -5.5% | +64.5% |
| 10Y | +441.9% | +156.6% | +285.3% | +201.3% |
| All | +2,460.4% | +2,082.7% | +377.7% | +644.3% |
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 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