+9.3%
MCD vs CAKE
+272.0%
-262.7%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.7% | -0.1% |
| 7D | -1.6% | -3.8% | +2.2% | -1.2% |
| 30D | +16.0% | -5.2% | +21.3% | +16.7% |
| 3M | 0.0% | -9.2% | +9.2% | +0.8% |
| 6M | +0.9% | +76.6% | -75.7% | -5.1% |
| YTD | -8.7% | +113.6% | -122.3% | -16.2% |
| 1Y | -8.6% | +134.3% | -142.9% | -17.0% |
| All | +9.3% | +272.0% | -262.7% | -6.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling