+1,131.4%
MPC vs CAKE
+155.4%
+976.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.4% |
| 7D | +1.8% | -4.5% | +6.3% | +3.2% |
| 30D | +14.0% | -12.4% | +26.4% | +18.2% |
| 3M | +52.2% | +37.3% | +14.9% | +37.5% |
| 6M | +75.8% | +70.7% | +5.0% | +47.3% |
| YTD | +146.3% | +106.0% | +40.3% | +93.9% |
| 1Y | +120.8% | +79.7% | +41.2% | +80.3% |
| 3Y | +172.6% | +267.8% | -95.1% | +70.9% |
| 5Y | +678.2% | +159.9% | +518.3% | +417.1% |
| All | +1,131.4% | +155.4% | +976.0% | +612.5% |
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