+1,252.0%
MSTR vs CAKE
+2,113.6%
-861.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.5% |
| 7D | +12.2% | -4.0% | +16.2% | +13.7% |
| 30D | +45.2% | +2.4% | +42.7% | +42.9% |
| 3M | +10.4% | +69.0% | -58.6% | -10.4% |
| 6M | -2.5% | +69.3% | -71.8% | -21.0% |
| YTD | -6.0% | +115.8% | -121.8% | -30.7% |
| 1Y | -56.4% | +79.3% | -135.8% | -65.7% |
| 3Y | +306.3% | +262.0% | +44.3% | +147.8% |
| 5Y | +100.5% | +165.7% | -65.2% | +38.4% |
| 10Y | +741.1% | +158.9% | +582.2% | +395.3% |
| All | +1,252.0% | +2,113.6% | -861.7% | +312.0% |
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