+27.6%
MCK vs CAKE
+147.7%
-120.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +4.7% | +2.3% | +6.2% |
| 7D | +11.3% | +9.1% | +2.2% | +9.8% |
| 30D | +16.8% | +5.8% | +11.0% | +15.8% |
| 3M | +28.9% | +9.3% | +19.6% | +27.0% |
| 6M | +32.7% | +96.1% | -63.4% | +20.7% |
| YTD | +30.8% | +131.4% | -100.7% | +17.3% |
| 1Y | +27.6% | +146.1% | -118.5% | +13.0% |
| All | +27.6% | +147.7% | -120.1% | +13.0% |
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