+2,417.1%
MSCI vs CAKE
+532.6%
+1,884.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | +0.4% | -4.0% | +4.4% | +1.5% |
| 30D | +0.6% | +2.4% | -1.9% | -0.4% |
| 3M | -7.1% | +69.0% | -76.1% | -20.4% |
| 6M | +0.8% | +69.3% | -68.4% | -14.0% |
| YTD | +1.0% | +115.8% | -114.8% | -19.8% |
| 1Y | +4.3% | +79.3% | -75.0% | -13.2% |
| 3Y | +9.9% | +262.0% | -252.1% | -27.7% |
| 5Y | -6.8% | +165.7% | -172.4% | -35.5% |
| 10Y | +614.7% | +158.9% | +455.8% | +308.0% |
| All | +2,417.1% | +532.6% | +1,884.5% | +781.4% |
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