+462.9%
META vs CAKE
+131.7%
+331.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.7% | +0.2% | +2.3% |
| 7D | +5.2% | +2.5% | +2.7% | +4.6% |
| 30D | -13.0% | -3.1% | -9.9% | -12.5% |
| 3M | +7.9% | -2.2% | +10.1% | +8.2% |
| 6M | +4.2% | +94.1% | -89.8% | -11.0% |
| YTD | -2.5% | +119.4% | -122.0% | -19.5% |
| 1Y | +5.6% | +141.4% | -135.8% | -14.8% |
| 3Y | +96.8% | +273.6% | -176.8% | +41.6% |
| 5Y | +90.0% | +177.7% | -87.6% | +41.4% |
| All | +462.9% | +131.7% | +331.2% | +266.6% |
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