+412.4%
META vs CAKE
+157.7%
+254.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -3.4% | +9.9% | +7.3% |
| 7D | +10.3% | -4.6% | +14.8% | +11.3% |
| 30D | +9.9% | -6.6% | +16.4% | +11.3% |
| 3M | +11.9% | +52.9% | -41.0% | +1.2% |
| 6M | +1.2% | +65.7% | -64.6% | -10.5% |
| YTD | -0.8% | +107.8% | -108.6% | -16.8% |
| 1Y | -14.3% | +78.5% | -92.8% | -25.9% |
| 3Y | +121.4% | +266.4% | -145.0% | +60.4% |
| 5Y | +74.5% | +159.6% | -85.2% | +31.9% |
| All | +412.4% | +157.7% | +254.7% | +231.8% |
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 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