-74.2%
OPEN vs CAKE
+392.3%
-466.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -1.2% |
| 7D | -11.4% | -4.5% | -6.9% | -9.1% |
| 30D | -20.1% | -12.4% | -7.6% | -14.4% |
| 3M | -37.6% | +37.3% | -74.9% | -49.4% |
| 6M | -47.1% | +70.7% | -117.8% | -62.8% |
| YTD | -52.1% | +106.0% | -158.1% | -70.1% |
| 1Y | -73.5% | +79.7% | -153.1% | -82.1% |
| 3Y | -24.4% | +267.8% | -292.2% | -68.1% |
| 5Y | -85.1% | +159.9% | -245.0% | -92.8% |
| All | -74.2% | +392.3% | -466.5% | -87.4% |
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 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