+41.5%
NU vs CAKE
+180.3%
-138.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.5% | -4.2% | -3.4% |
| 7D | -4.9% | -4.5% | -0.3% | -2.9% |
| 30D | +7.8% | -12.4% | +20.3% | +14.2% |
| 3M | +20.9% | +37.3% | -16.4% | +1.9% |
| 6M | +0.9% | +70.7% | -69.8% | -24.3% |
| YTD | -12.7% | +106.0% | -118.6% | -41.1% |
| 1Y | -6.4% | +79.7% | -86.1% | -32.7% |
| 3Y | +98.1% | +267.8% | -169.7% | -15.7% |
| All | +41.5% | +180.3% | -138.8% | -33.0% |
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