-2.6%
MCD vs CAKE
+264.8%
-267.4%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.4% | -0.5% |
| 7D | -2.9% | -4.6% | +1.7% | -2.4% |
| 30D | -6.7% | -6.6% | -0.2% | -6.1% |
| 3M | -9.6% | +52.9% | -62.5% | -13.8% |
| 6M | -22.3% | +65.7% | -88.1% | -26.8% |
| YTD | -15.4% | +107.8% | -123.2% | -22.5% |
| 1Y | -16.8% | +78.5% | -95.3% | -22.6% |
| All | -2.6% | +264.8% | -267.4% | -20.8% |
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