+7.4%
MSCI vs CAKE
+264.8%
-257.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +3.9% | +1.0% |
| 7D | -1.1% | -4.6% | +3.5% | -0.6% |
| 30D | -1.2% | -6.6% | +5.4% | -0.5% |
| 3M | -8.4% | +52.9% | -61.3% | -13.8% |
| 6M | -1.0% | +65.7% | -66.8% | -8.2% |
| YTD | -2.3% | +107.8% | -110.1% | -12.5% |
| 1Y | -1.2% | +78.5% | -79.7% | -9.6% |
| All | +7.4% | +264.8% | -257.4% | -14.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling