-85.1%
OPEN vs CAKE
+152.3%
-237.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.4% | -4.3% | -4.8% |
| 7D | -10.5% | -5.6% | -4.9% | -6.4% |
| 30D | -21.8% | -10.5% | -11.3% | -15.6% |
| 3M | -37.5% | +43.6% | -81.1% | -55.8% |
| 6M | -44.1% | +63.0% | -107.2% | -65.5% |
| YTD | -52.0% | +102.9% | -154.9% | -75.8% |
| 1Y | -52.2% | +75.6% | -127.8% | -73.0% |
| 3Y | -25.9% | +257.7% | -283.6% | -81.5% |
| 5Y | -85.1% | +156.0% | -241.1% | -95.4% |
| All | -85.1% | +152.3% | -237.4% | -95.4% |
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