+0.8%
NOW vs CAKE
+163.4%
-162.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.0% | -1.4% |
| 7D | -4.1% | -4.6% | +0.5% | -2.8% |
| 30D | +2.9% | -6.6% | +9.4% | +4.4% |
| 3M | +22.6% | +52.9% | -30.3% | +7.1% |
| 6M | +7.5% | +65.7% | -58.2% | -8.7% |
| YTD | -14.4% | +107.8% | -122.2% | -33.1% |
| 1Y | -29.8% | +78.5% | -108.3% | -42.5% |
| 3Y | +9.2% | +266.4% | -257.1% | -34.8% |
| 5Y | +0.8% | +159.6% | -158.8% | -38.3% |
| All | +0.8% | +163.4% | -162.6% | -38.3% |
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 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