+7.0%
NET vs CAKE
+135.2%
-128.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -4.1% | -4.2% | -9.0% |
| 7D | -21.2% | -2.1% | -19.1% | -21.5% |
| 30D | -31.1% | +2.3% | -33.4% | -30.6% |
| 3M | -16.5% | +5.4% | -22.0% | -15.6% |
| 6M | 0.0% | +82.5% | -82.5% | +21.3% |
| YTD | +24.0% | +122.0% | -98.0% | +52.9% |
| 1Y | +7.0% | +133.9% | -126.9% | +31.2% |
| All | +7.0% | +135.2% | -128.2% | +31.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling