+2.4%
MELI vs CAKE
+157.8%
-155.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -1.0% |
| 7D | -4.1% | -4.5% | +0.4% | -2.5% |
| 30D | +3.8% | -12.4% | +16.2% | +8.7% |
| 3M | +17.8% | +37.3% | -19.5% | +3.1% |
| 6M | +7.4% | +70.7% | -63.3% | -14.5% |
| YTD | -5.8% | +106.0% | -111.8% | -31.4% |
| 1Y | -18.9% | +79.7% | -98.5% | -37.7% |
| 3Y | +33.3% | +267.8% | -234.4% | -32.8% |
| All | +2.4% | +157.8% | -155.4% | -44.8% |
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