+224.3%
MAS vs CAKE
+156.6%
+67.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.9% | +0.6% | +3.6% |
| 7D | +3.3% | -1.8% | +5.1% | +3.8% |
| 30D | +25.5% | +2.3% | +23.1% | +24.8% |
| 3M | +11.8% | +3.9% | +7.8% | +10.4% |
| 6M | +21.3% | +81.4% | -60.0% | +3.6% |
| YTD | +37.7% | +122.5% | -84.8% | +11.5% |
| 1Y | +41.0% | +138.1% | -97.1% | +12.2% |
| 3Y | +63.0% | +288.0% | -225.0% | +14.0% |
| 5Y | +44.1% | +174.9% | -130.7% | +5.6% |
| 10Y | +224.3% | +144.3% | +80.0% | +101.5% |
| All | +224.3% | +156.6% | +67.6% | +101.5% |
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