+961.1%
MELI vs CAKE
+155.4%
+805.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.8% |
| 7D | -4.1% | -4.5% | +0.4% | -3.1% |
| 30D | +3.8% | -12.4% | +16.2% | +6.8% |
| 3M | +17.8% | +37.3% | -19.5% | +9.0% |
| 6M | +7.4% | +70.7% | -63.3% | -5.9% |
| YTD | -5.8% | +106.0% | -111.8% | -21.4% |
| 1Y | -18.9% | +79.7% | -98.5% | -30.3% |
| 3Y | +33.3% | +267.8% | -234.4% | -5.6% |
| 5Y | +2.7% | +159.9% | -157.2% | -23.6% |
| All | +961.1% | +155.4% | +805.7% | +601.2% |
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