+354.7%
MNST vs CAKE
+131.7%
+223.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.7% | -0.8% | +1.5% |
| 7D | +1.6% | +2.5% | -0.9% | +1.2% |
| 30D | +5.1% | -3.1% | +8.1% | +5.5% |
| 3M | -0.5% | -2.2% | +1.7% | -0.3% |
| 6M | +8.1% | +94.1% | -85.9% | -2.9% |
| YTD | +21.2% | +119.4% | -98.2% | +6.4% |
| 1Y | +30.7% | +141.4% | -110.7% | +13.0% |
| 3Y | +67.3% | +273.6% | -206.3% | +32.3% |
| 5Y | +101.9% | +177.7% | -75.8% | +63.2% |
| All | +354.7% | +131.7% | +223.0% | +232.4% |
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