+5.6%
META vs CAKE
+141.9%
-136.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.7% | +0.2% | +2.5% |
| 7D | +5.2% | +2.5% | +2.7% | +4.8% |
| 30D | -13.0% | -3.1% | -9.9% | -12.7% |
| 3M | +7.9% | -2.2% | +10.1% | +7.9% |
| 6M | +4.2% | +94.1% | -89.8% | -3.6% |
| YTD | -2.5% | +119.4% | -122.0% | -9.2% |
| 1Y | +5.6% | +141.4% | -135.8% | -2.1% |
| All | +5.6% | +141.9% | -136.3% | -2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling