+3,211.7%
NI vs CAKE
+3,831.8%
-620.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.2% |
| 7D | 0.0% | -4.5% | +4.6% | +0.6% |
| 30D | -1.4% | -12.4% | +11.1% | +0.2% |
| 3M | -10.6% | +37.3% | -47.9% | -14.5% |
| 6M | -9.3% | +70.7% | -80.0% | -15.9% |
| YTD | +1.1% | +106.0% | -104.8% | -8.7% |
| 1Y | +3.4% | +79.7% | -76.3% | -5.2% |
| 3Y | +67.9% | +267.8% | -199.9% | +38.2% |
| 5Y | +98.0% | +159.9% | -61.9% | +66.4% |
| 10Y | +143.6% | +154.3% | -10.8% | +89.5% |
| All | +3,211.7% | +3,831.8% | -620.2% | +1,863.7% |
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