-25.3%
MDB vs CAKE
+157.8%
-183.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.5% | -4.6% | -3.8% |
| 7D | -1.8% | -4.5% | +2.8% | +0.1% |
| 30D | -17.3% | -12.4% | -4.8% | -13.0% |
| 3M | +2.2% | +37.3% | -35.1% | -13.1% |
| 6M | +33.9% | +70.7% | -36.8% | +1.3% |
| YTD | -13.7% | +106.0% | -119.7% | -42.0% |
| 1Y | +9.1% | +79.7% | -70.6% | -21.8% |
| 3Y | -8.1% | +267.8% | -275.9% | -60.4% |
| All | -25.3% | +157.8% | -183.1% | -64.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling