+77.9%
MNST vs CAKE
+163.4%
-85.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.6% | -0.2% |
| 7D | -3.6% | -4.6% | +1.0% | -2.8% |
| 30D | -6.3% | -6.6% | +0.3% | -5.4% |
| 3M | -5.0% | +52.9% | -57.9% | -11.8% |
| 6M | +13.1% | +65.7% | -52.6% | +3.3% |
| YTD | +11.8% | +107.8% | -96.1% | -1.8% |
| 1Y | +35.2% | +78.5% | -43.2% | +21.6% |
| 3Y | +52.0% | +266.4% | -214.4% | +16.7% |
| 5Y | +77.9% | +159.6% | -81.8% | +43.9% |
| All | +77.9% | +163.4% | -85.6% | +43.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling