-15.2%
MCD vs CAKE
+74.6%
-89.8%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.1% |
| 7D | -2.5% | -5.6% | +3.1% | -1.9% |
| 30D | -7.0% | -10.5% | +3.5% | -5.9% |
| 3M | -9.8% | +43.6% | -53.4% | -13.2% |
| 6M | -21.8% | +63.0% | -84.8% | -26.1% |
| YTD | -15.6% | +102.9% | -118.5% | -23.4% |
| 1Y | -15.2% | +75.6% | -90.8% | -22.6% |
| All | -15.2% | +74.6% | -89.8% | -22.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling