+564.6%
MPC vs CAKE
+172.5%
+392.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.2% |
| 7D | -8.8% | -1.0% | -7.8% | -8.8% |
| 30D | -14.4% | +0.6% | -15.0% | -14.6% |
| 3M | +21.9% | -1.6% | +23.6% | +21.8% |
| 6M | +60.1% | +78.3% | -18.2% | +44.4% |
| YTD | +142.3% | +118.8% | +23.5% | +109.2% |
| 1Y | +101.7% | +140.3% | -38.6% | +70.7% |
| 3Y | +184.8% | +280.3% | -95.5% | +119.2% |
| 5Y | +564.6% | +171.9% | +392.7% | +444.6% |
| All | +564.6% | +172.5% | +392.1% | +444.6% |
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