+2,771.1%
NOW vs CAKE
+346.7%
+2,424.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.3% | -3.1% |
| 7D | -2.4% | -4.0% | +1.6% | -1.5% |
| 30D | +20.5% | +2.4% | +18.1% | +19.4% |
| 3M | +18.3% | +69.0% | -50.6% | +4.3% |
| 6M | +24.1% | +69.3% | -45.2% | +9.0% |
| YTD | -7.8% | +115.8% | -123.6% | -23.9% |
| 1Y | -21.4% | +79.3% | -100.7% | -32.5% |
| 3Y | +19.5% | +262.0% | -242.5% | -15.3% |
| 5Y | +4.1% | +165.7% | -161.6% | -23.1% |
| 10Y | +826.4% | +158.9% | +667.5% | +478.3% |
| All | +2,771.1% | +346.7% | +2,424.5% | +1,285.1% |
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