+112.5%
NET vs CAKE
+163.8%
-51.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.3% | -2.1% |
| 7D | -7.0% | -4.0% | -3.0% | -5.3% |
| 30D | -4.8% | +2.4% | -7.2% | -6.5% |
| 3M | +3.8% | +69.0% | -65.1% | -19.9% |
| 6M | +50.0% | +69.3% | -19.2% | +13.7% |
| YTD | +41.5% | +115.8% | -74.3% | -7.5% |
| 1Y | +32.8% | +79.3% | -46.5% | -4.5% |
| 3Y | +335.9% | +262.0% | +73.9% | +85.9% |
| All | +112.5% | +163.8% | -51.3% | -9.9% |
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