+1,263.7%
MU vs CAKE
+152.3%
+1,111.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.4% | -2.5% | -4.0% |
| 7D | +2.0% | -5.6% | +7.6% | +4.2% |
| 30D | +12.5% | -10.5% | +23.1% | +16.7% |
| 3M | +9.6% | +43.6% | -34.0% | -6.9% |
| 6M | +142.6% | +63.0% | +79.6% | +94.7% |
| YTD | +242.7% | +102.9% | +139.8% | +150.9% |
| 1Y | +599.3% | +75.6% | +523.6% | +438.7% |
| 3Y | +1,308.3% | +257.7% | +1,050.6% | +694.7% |
| 5Y | +1,263.7% | +156.0% | +1,107.7% | +706.3% |
| All | +1,263.7% | +152.3% | +1,111.4% | +706.3% |
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 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