-24.4%
NOW vs CAKE
+174.7%
-199.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.4% | +2.9% |
| 7D | -5.6% | -4.7% | -0.9% | -4.3% |
| 30D | -26.8% | +0.9% | -27.7% | -27.5% |
| 3M | -19.4% | -2.7% | -16.7% | -19.9% |
| 6M | +12.3% | +81.2% | -68.8% | -8.5% |
| YTD | -32.9% | +120.6% | -153.5% | -49.6% |
| 1Y | -40.3% | +142.7% | -183.0% | -56.8% |
| 3Y | -19.1% | +283.3% | -302.4% | -54.1% |
| 5Y | -24.4% | +178.1% | -202.5% | -54.0% |
| All | -24.4% | +174.7% | -199.1% | -54.0% |
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