+107.8%
META vs CAKE
+273.8%
-166.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | +6.0% | -1.1% | +7.1% | +6.3% |
| 30D | +3.6% | +0.4% | +3.2% | +3.3% |
| 3M | +4.9% | +59.9% | -55.0% | -6.3% |
| 6M | -4.7% | +75.1% | -79.8% | -17.1% |
| YTD | -6.9% | +115.0% | -121.9% | -23.4% |
| 1Y | -18.2% | +81.6% | -99.8% | -29.9% |
| 3Y | +107.8% | +279.1% | -171.4% | +48.5% |
| All | +107.8% | +273.8% | -166.1% | +48.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling