+40,890.7%
MCHP vs CAKE
+3,699.8%
+37,190.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -1.2% |
| 7D | -2.1% | -5.6% | +3.5% | -0.4% |
| 30D | -11.1% | -10.5% | -0.6% | -8.3% |
| 3M | -18.1% | +43.6% | -61.7% | -27.8% |
| 6M | +10.8% | +63.0% | -52.3% | -6.8% |
| YTD | +14.2% | +102.9% | -88.6% | -10.4% |
| 1Y | +13.5% | +75.6% | -62.2% | -7.2% |
| 3Y | -2.0% | +257.7% | -259.7% | -36.6% |
| 5Y | +1.4% | +156.0% | -154.6% | -29.5% |
| 10Y | +195.5% | +150.5% | +45.0% | +79.3% |
| All | +40,890.7% | +3,699.8% | +37,190.9% | +10,551.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling