+5,744.5%
MU vs CAKE
+151.6%
+5,592.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.4% | -2.5% | -4.2% |
| 7D | +2.0% | -5.6% | +7.6% | +3.9% |
| 30D | +12.5% | -10.5% | +23.1% | +16.2% |
| 3M | +9.6% | +43.6% | -34.0% | -4.2% |
| 6M | +142.6% | +63.0% | +79.6% | +102.7% |
| YTD | +242.7% | +102.9% | +139.8% | +165.8% |
| 1Y | +599.3% | +75.6% | +523.6% | +465.1% |
| 3Y | +1,308.3% | +257.7% | +1,050.6% | +789.9% |
| 5Y | +1,263.7% | +156.0% | +1,107.7% | +822.5% |
| All | +5,744.5% | +151.6% | +5,592.9% | +3,217.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling