+1,431.7%
MOH vs CAKE
+493.9%
+937.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.5% | +0.4% | +1.7% |
| 7D | +1.7% | -4.5% | +6.2% | +2.7% |
| 30D | -0.9% | -12.4% | +11.6% | +1.8% |
| 3M | +5.7% | +37.3% | -31.6% | -1.5% |
| 6M | +39.1% | +70.7% | -31.6% | +23.0% |
| YTD | +17.7% | +106.0% | -88.3% | -0.4% |
| 1Y | +8.4% | +79.7% | -71.3% | -5.6% |
| 3Y | -36.6% | +267.8% | -304.3% | -54.2% |
| 5Y | -19.1% | +159.9% | -179.0% | -39.6% |
| 10Y | +262.8% | +154.3% | +108.5% | +133.9% |
| All | +1,431.7% | +493.9% | +937.8% | +554.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling