-71.6%
OPEN vs CAKE
+413.9%
-485.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.4% |
| 7D | +1.0% | -1.1% | +2.0% | +1.6% |
| 30D | -11.9% | +0.4% | -12.3% | -12.7% |
| 3M | -28.8% | +59.9% | -88.7% | -47.1% |
| 6M | -38.6% | +75.1% | -113.7% | -57.5% |
| YTD | -47.3% | +115.0% | -162.4% | -67.9% |
| 1Y | -49.2% | +81.6% | -130.8% | -66.0% |
| 3Y | -18.8% | +279.1% | -297.9% | -66.3% |
| 5Y | -83.6% | +170.6% | -254.3% | -92.3% |
| All | -71.6% | +413.9% | -485.5% | -86.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling