+956.8%
MSTR vs CAKE
+2,151.2%
-1,194.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.7% | -5.2% | -3.4% |
| 7D | -13.4% | +2.5% | -15.9% | -14.2% |
| 30D | -22.1% | -3.1% | -19.0% | -21.4% |
| 3M | +15.0% | -2.2% | +17.2% | +15.1% |
| 6M | -37.3% | +94.1% | -131.4% | -51.7% |
| YTD | -26.5% | +119.4% | -146.0% | -46.2% |
| 1Y | -46.5% | +141.4% | -187.9% | -62.3% |
| 3Y | +121.1% | +273.6% | -152.5% | +33.4% |
| 5Y | +37.5% | +177.7% | -140.2% | -6.0% |
| 10Y | +467.3% | +131.9% | +335.4% | +246.5% |
| All | +956.8% | +2,151.2% | -1,194.5% | +219.6% |
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