+0.7%
MCHP vs CAKE
+261.6%
-260.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.1% | +3.2% |
| 7D | 0.0% | -4.5% | +4.6% | +1.6% |
| 30D | -6.0% | -12.4% | +6.4% | -2.0% |
| 3M | -19.7% | +37.3% | -57.0% | -30.1% |
| 6M | +14.0% | +70.7% | -56.7% | -10.3% |
| YTD | +18.4% | +106.0% | -87.6% | -14.9% |
| 1Y | +17.1% | +79.7% | -62.5% | -10.9% |
| 3Y | +0.7% | +267.8% | -267.1% | -42.2% |
| All | +0.7% | +261.6% | -260.9% | -42.2% |
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