+98.0%
MNST vs CAKE
+170.5%
-72.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.2% | +3.5% | +0.9% |
| 7D | -4.7% | -3.8% | -0.9% | -4.1% |
| 30D | +5.2% | -5.2% | +10.5% | +6.1% |
| 3M | -0.9% | -9.2% | +8.3% | +0.4% |
| 6M | +6.1% | +76.6% | -70.5% | -3.8% |
| YTD | +18.9% | +113.6% | -94.7% | +4.2% |
| 1Y | +29.3% | +134.3% | -105.0% | +11.5% |
| 3Y | +64.9% | +271.2% | -206.3% | +27.1% |
| 5Y | +98.0% | +170.3% | -72.3% | +65.3% |
| All | +98.0% | +170.5% | -72.5% | +65.3% |
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