+177.5%
MCD vs CAKE
+151.6%
+25.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.2% |
| 7D | -2.5% | -5.6% | +3.1% | -1.7% |
| 30D | -7.0% | -10.5% | +3.5% | -5.5% |
| 3M | -9.8% | +43.6% | -53.4% | -15.1% |
| 6M | -21.8% | +63.0% | -84.8% | -28.0% |
| YTD | -15.6% | +102.9% | -118.5% | -25.1% |
| 1Y | -15.2% | +75.6% | -90.8% | -23.1% |
| 3Y | -2.6% | +257.7% | -260.3% | -23.0% |
| 5Y | +18.9% | +156.0% | -137.1% | -3.4% |
| All | +177.5% | +151.6% | +25.9% | +84.6% |
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