+1,504.6%
MOD vs CAKE
+163.4%
+1,341.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.4% | 0.0% | -1.9% |
| 7D | +3.6% | -4.6% | +8.2% | +5.6% |
| 30D | -2.6% | -6.6% | +3.9% | -0.3% |
| 3M | -33.1% | +52.9% | -86.1% | -46.2% |
| 6M | -7.5% | +65.7% | -73.3% | -28.8% |
| YTD | +39.3% | +107.8% | -68.5% | -4.2% |
| 1Y | +34.3% | +78.5% | -44.2% | -1.4% |
| 3Y | +296.2% | +266.4% | +29.8% | +101.1% |
| 5Y | +1,504.6% | +159.6% | +1,344.9% | +776.0% |
| All | +1,504.6% | +163.4% | +1,341.1% | +776.0% |
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 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