+938.2%
MU vs CAKE
+173.4%
+764.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.7% | -5.3% | -3.5% |
| 7D | +12.8% | +2.5% | +10.3% | +11.8% |
| 30D | -14.9% | -3.1% | -11.8% | -14.1% |
| 3M | -18.0% | -2.2% | -15.8% | -18.2% |
| 6M | -3.1% | +94.1% | -97.2% | -28.2% |
| YTD | +172.9% | +119.4% | +53.5% | +90.9% |
| 1Y | +228.8% | +141.4% | +87.5% | +120.7% |
| 3Y | +950.8% | +273.6% | +677.3% | +470.5% |
| All | +938.2% | +173.4% | +764.8% | +462.9% |
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