+0.6%
MOS vs CAKE
+136.4%
-135.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.0% |
| 7D | +5.5% | -4.7% | +10.2% | +6.7% |
| 30D | +21.0% | +0.9% | +20.1% | +20.5% |
| 3M | -0.5% | -2.7% | +2.3% | -0.2% |
| 6M | +6.6% | +81.2% | -74.6% | -10.2% |
| YTD | -2.8% | +120.6% | -123.3% | -23.3% |
| 1Y | -8.1% | +142.7% | -150.8% | -29.5% |
| 3Y | -25.6% | +283.3% | -308.9% | -51.4% |
| 5Y | -29.8% | +178.1% | -207.9% | -51.9% |
| 10Y | +0.6% | +133.1% | -132.5% | -39.5% |
| All | +0.6% | +136.4% | -135.8% | -39.5% |
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 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