+1,978.3%
NOW vs CAKE
+354.3%
+1,624.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.7% | -1.2% | +1.0% |
| 7D | +0.3% | +2.5% | -2.2% | -0.3% |
| 30D | -27.0% | -3.1% | -23.9% | -26.9% |
| 3M | -19.6% | -2.2% | -17.4% | -20.1% |
| 6M | +17.5% | +94.1% | -76.6% | -0.4% |
| YTD | -33.3% | +119.4% | -152.7% | -45.6% |
| 1Y | -39.8% | +141.4% | -181.2% | -52.1% |
| 3Y | -19.9% | +273.6% | -293.5% | -44.0% |
| 5Y | -26.1% | +177.7% | -203.7% | -46.1% |
| 10Y | +518.7% | +131.9% | +386.8% | +313.2% |
| All | +1,978.3% | +354.3% | +1,624.0% | +891.1% |
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