+248.7%
MNST vs CAKE
+151.6%
+97.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +2.9% | +0.9% |
| 7D | -2.2% | -5.6% | +3.4% | -1.4% |
| 30D | -5.4% | -10.5% | +5.2% | -3.9% |
| 3M | -5.5% | +43.6% | -49.1% | -10.9% |
| 6M | +12.4% | +63.0% | -50.7% | +3.7% |
| YTD | +12.4% | +102.9% | -90.5% | +0.2% |
| 1Y | +37.2% | +75.6% | -38.5% | +24.7% |
| 3Y | +52.9% | +257.7% | -204.8% | +22.2% |
| 5Y | +79.7% | +156.0% | -76.3% | +47.6% |
| All | +248.7% | +151.6% | +97.1% | +156.0% |
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