+107.1%
MSTR vs CAKE
+163.4%
-56.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.4% | +0.6% | -0.6% |
| 7D | +7.7% | -4.6% | +12.3% | +11.0% |
| 30D | +36.3% | -6.6% | +42.9% | +40.7% |
| 3M | +13.4% | +52.9% | -39.5% | -20.0% |
| 6M | -4.5% | +65.7% | -70.2% | -37.1% |
| YTD | -12.7% | +107.8% | -120.5% | -52.5% |
| 1Y | -59.6% | +78.5% | -138.1% | -75.5% |
| 3Y | +272.5% | +266.4% | +6.1% | +17.5% |
| 5Y | +107.1% | +159.6% | -52.5% | -26.2% |
| All | +107.1% | +163.4% | -56.3% | -26.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling