+130.7%
ONTO vs CAKE
+173.4%
-42.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.7% | -5.6% | -4.0% |
| 7D | +17.5% | +2.5% | +15.0% | +16.4% |
| 30D | -15.7% | -3.1% | -12.6% | -14.9% |
| 3M | -39.7% | -2.2% | -37.5% | -39.8% |
| 6M | -26.5% | +94.1% | -120.5% | -47.7% |
| YTD | +29.0% | +119.4% | -90.4% | -13.9% |
| 1Y | +57.0% | +141.4% | -84.4% | -0.1% |
| 3Y | +50.0% | +273.6% | -223.6% | -22.9% |
| All | +130.7% | +173.4% | -42.7% | +18.0% |
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