+1,677.3%
NOK vs CAKE
+4,031.1%
-2,353.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -0.7% |
| 7D | +8.7% | -5.6% | +14.3% | +10.3% |
| 30D | +12.5% | -10.5% | +23.0% | +15.5% |
| 3M | -20.7% | +43.6% | -64.4% | -28.5% |
| 6M | +36.2% | +63.0% | -26.9% | +17.8% |
| YTD | +64.1% | +102.9% | -38.8% | +33.7% |
| 1Y | +132.4% | +75.6% | +56.8% | +95.5% |
| 3Y | +182.9% | +257.7% | -74.9% | +91.6% |
| 5Y | +102.8% | +156.0% | -53.2% | +44.6% |
| 10Y | +126.8% | +150.5% | -23.7% | +43.6% |
| All | +1,677.3% | +4,031.1% | -2,353.8% | +467.7% |
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