+645.5%
MSTR vs CAKE
+151.6%
+493.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.4% | -0.8% | -2.2% |
| 7D | -11.2% | -5.6% | -5.6% | -9.2% |
| 30D | +33.8% | -10.5% | +44.3% | +38.7% |
| 3M | +11.5% | +43.6% | -32.2% | -5.3% |
| 6M | -7.2% | +63.0% | -70.2% | -25.2% |
| YTD | -15.4% | +102.9% | -118.3% | -38.0% |
| 1Y | -60.6% | +75.6% | -136.2% | -69.5% |
| 3Y | +260.8% | +257.7% | +3.1% | +111.8% |
| 5Y | +108.8% | +156.0% | -47.2% | +35.7% |
| All | +645.5% | +151.6% | +493.9% | +314.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling