+87.8%
NUE vs CAKE
+147.7%
-59.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.7% | -6.7% | -2.5% |
| 7D | -1.4% | +9.1% | -10.6% | -2.3% |
| 30D | +6.6% | +5.8% | +0.7% | +5.9% |
| 3M | -2.0% | +9.3% | -11.3% | -3.2% |
| 6M | +19.2% | +96.1% | -76.9% | +3.7% |
| YTD | +65.6% | +131.4% | -65.8% | +35.2% |
| 1Y | +87.8% | +146.1% | -58.2% | +49.2% |
| All | +87.8% | +147.7% | -59.8% | +49.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling