-4.5%
MDLZ vs CAKE
+256.2%
-260.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-10 to 2026-09-10.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.4% | +0.3% |
| 7D | +1.7% | -5.6% | +7.3% | +2.1% |
| 30D | +1.1% | -10.5% | +11.6% | +2.0% |
| 3M | -1.8% | +43.6% | -45.5% | -4.7% |
| 6M | +12.3% | +63.0% | -50.7% | +7.8% |
| YTD | +18.0% | +102.9% | -84.9% | +11.4% |
| 1Y | +3.8% | +75.6% | -71.8% | -1.3% |
| All | -4.5% | +256.2% | -260.7% | -19.1% |
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 2023-09-10 to 2026-09-10: 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…
2023-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling