-24.1%
OPEN vs CAKE
+256.2%
-280.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.4% | -4.3% | -5.5% |
| 7D | -10.5% | -5.6% | -4.9% | -7.8% |
| 30D | -21.8% | -10.5% | -11.3% | -17.7% |
| 3M | -37.5% | +43.6% | -81.1% | -50.7% |
| 6M | -44.1% | +63.0% | -107.2% | -60.0% |
| YTD | -52.0% | +102.9% | -154.9% | -70.6% |
| 1Y | -52.2% | +75.6% | -127.8% | -67.9% |
| All | -24.1% | +256.2% | -280.3% | -79.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling