+269.4%
ONTO vs CAKE
+168.2%
+101.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.3% | +5.2% | +5.0% |
| 7D | +9.7% | -1.1% | +10.7% | +10.2% |
| 30D | -8.8% | +0.4% | -9.2% | -9.5% |
| 3M | +4.5% | +59.9% | -55.4% | -17.6% |
| 6M | +56.4% | +75.1% | -18.7% | +17.7% |
| YTD | +78.1% | +115.0% | -37.0% | +21.2% |
| 1Y | +171.3% | +81.6% | +89.7% | +98.4% |
| 3Y | +118.7% | +279.1% | -160.5% | +12.5% |
| 5Y | +269.4% | +170.6% | +98.8% | +105.4% |
| All | +269.4% | +168.2% | +101.2% | +105.4% |
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