+287.2%
MSTR vs CAKE
+264.8%
+22.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.4% | +0.6% | -1.3% |
| 7D | +7.7% | -4.6% | +12.3% | +9.9% |
| 30D | +36.3% | -6.6% | +42.9% | +39.2% |
| 3M | +13.4% | +52.9% | -39.5% | -12.3% |
| 6M | -4.5% | +65.7% | -70.2% | -30.0% |
| YTD | -12.7% | +107.8% | -120.5% | -44.9% |
| 1Y | -59.6% | +78.5% | -138.1% | -72.1% |
| All | +287.2% | +264.8% | +22.4% | +75.8% |
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