+674.0%
MRNA vs CAKE
+159.6%
+514.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.5% | +3.9% | +5.2% |
| 7D | -1.1% | -4.5% | +3.5% | -0.6% |
| 30D | +126.1% | -12.4% | +138.6% | +129.3% |
| 3M | +190.0% | +37.3% | +152.7% | +178.3% |
| 6M | +157.2% | +70.7% | +86.5% | +140.2% |
| YTD | +388.2% | +106.0% | +282.2% | +346.4% |
| 1Y | +467.0% | +79.7% | +387.4% | +425.6% |
| 3Y | +36.1% | +267.8% | -231.7% | +20.9% |
| 5Y | -68.0% | +159.9% | -227.9% | -72.1% |
| All | +674.0% | +159.6% | +514.4% | +646.3% |
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