+2,281.8%
NDAQ vs CAKE
+497.2%
+1,784.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.8% |
| 7D | -2.6% | -1.1% | -1.5% | -2.3% |
| 30D | +0.5% | +0.4% | +0.1% | +0.1% |
| 3M | +9.9% | +59.9% | -50.0% | -5.3% |
| 6M | +8.2% | +75.1% | -66.9% | -9.7% |
| YTD | -1.5% | +115.0% | -116.5% | -23.0% |
| 1Y | +1.3% | +81.6% | -80.3% | -17.1% |
| 3Y | +92.6% | +279.1% | -186.5% | +21.5% |
| 5Y | +53.8% | +170.6% | -116.8% | +1.8% |
| 10Y | +376.0% | +160.3% | +215.7% | +156.9% |
| All | +2,281.8% | +497.2% | +1,784.6% | +585.5% |
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