+789.1%
NOW vs CAKE
+155.4%
+633.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +0.7% |
| 7D | -6.2% | -4.5% | -1.6% | -5.3% |
| 30D | +6.1% | -12.4% | +18.5% | +8.6% |
| 3M | +28.6% | +37.3% | -8.8% | +20.4% |
| 6M | +14.6% | +70.7% | -56.1% | +2.5% |
| YTD | -13.5% | +106.0% | -119.5% | -25.9% |
| 1Y | -29.4% | +79.7% | -109.0% | -38.0% |
| 3Y | +9.4% | +267.8% | -258.4% | -18.7% |
| 5Y | +2.3% | +159.9% | -157.6% | -20.9% |
| All | +789.1% | +155.4% | +633.7% | +440.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling