+459.0%
ONTO vs CAKE
+197.1%
+261.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +2.3% |
| 7D | -2.4% | -1.0% | -1.4% | -2.1% |
| 30D | -32.9% | +0.6% | -33.5% | -33.3% |
| 3M | -32.2% | -1.6% | -30.6% | -32.4% |
| 6M | -30.6% | +78.3% | -108.9% | -44.6% |
| YTD | +25.1% | +118.8% | -93.7% | -7.1% |
| 1Y | +40.0% | +140.3% | -100.3% | +0.4% |
| 3Y | +45.7% | +280.3% | -234.5% | -10.6% |
| 5Y | +128.8% | +171.9% | -43.1% | +50.0% |
| All | +459.0% | +197.1% | +261.9% | +236.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling