+671.3%
MPC vs CAKE
+152.3%
+519.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -1.4% |
| 7D | +1.2% | -5.6% | +6.8% | +2.2% |
| 30D | +17.0% | -10.5% | +27.5% | +19.0% |
| 3M | +49.5% | +43.6% | +5.8% | +39.9% |
| 6M | +83.5% | +63.0% | +20.5% | +67.3% |
| YTD | +144.1% | +102.9% | +41.2% | +112.7% |
| 1Y | +119.6% | +75.6% | +44.0% | +96.3% |
| 3Y | +168.1% | +257.7% | -89.7% | +105.9% |
| 5Y | +671.3% | +156.0% | +515.3% | +521.2% |
| All | +671.3% | +152.3% | +519.0% | +521.2% |
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