+17.9%
ONDS vs CAKE
+187.9%
-170.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.8% | +0.5% |
| 7D | -5.0% | -5.6% | +0.6% | -2.4% |
| 30D | -25.6% | -10.5% | -15.0% | -21.8% |
| 3M | -22.1% | +43.6% | -65.8% | -36.2% |
| 6M | -27.6% | +63.0% | -90.6% | -45.1% |
| YTD | -25.7% | +102.9% | -128.6% | -50.1% |
| 1Y | +30.4% | +75.6% | -45.2% | -5.8% |
| 3Y | +695.0% | +257.7% | +437.2% | +287.2% |
| 5Y | -2.2% | +156.0% | -158.2% | -46.9% |
| All | +17.9% | +187.9% | -170.0% | -34.1% |
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