+1,029.4%
MDB vs CAKE
+189.4%
+840.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.5% | -4.6% | -3.5% |
| 7D | -1.8% | -4.5% | +2.8% | -0.8% |
| 30D | -17.3% | -12.4% | -4.8% | -15.1% |
| 3M | +2.2% | +37.3% | -35.1% | -5.5% |
| 6M | +33.9% | +70.7% | -36.8% | +17.1% |
| YTD | -13.7% | +106.0% | -119.7% | -28.4% |
| 1Y | +9.1% | +79.7% | -70.6% | -6.9% |
| 3Y | -8.1% | +267.8% | -275.9% | -34.9% |
| 5Y | -25.9% | +159.9% | -185.8% | -45.1% |
| All | +1,029.4% | +189.4% | +840.0% | +723.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling