+40.9%
MSTR vs CAKE
+170.5%
-129.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -3.2% | -3.3% | -4.3% |
| 7D | -11.5% | -3.8% | -7.7% | -9.2% |
| 30D | -24.8% | -5.2% | -19.6% | -22.4% |
| 3M | +20.6% | -9.2% | +29.9% | +26.7% |
| 6M | -38.0% | +76.6% | -114.6% | -62.0% |
| YTD | -24.7% | +113.6% | -138.3% | -61.3% |
| 1Y | -49.1% | +134.3% | -183.4% | -75.9% |
| 3Y | +124.7% | +271.2% | -146.5% | -34.7% |
| 5Y | +40.9% | +170.3% | -129.3% | -55.7% |
| All | +40.9% | +170.5% | -129.6% | -55.7% |
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