-5.8%
OSCR vs CAKE
+102.5%
-108.4%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | -0.1% |
| 7D | +1.6% | -4.5% | +6.1% | +3.7% |
| 30D | +10.7% | -12.4% | +23.1% | +17.2% |
| 3M | +13.4% | +37.3% | -24.0% | -3.8% |
| 6M | +144.6% | +70.7% | +73.8% | +85.2% |
| YTD | +128.0% | +106.0% | +22.1% | +56.2% |
| 1Y | +68.7% | +79.7% | -11.0% | +23.6% |
| 3Y | +398.8% | +267.8% | +131.0% | +146.1% |
| 5Y | +87.3% | +159.9% | -72.6% | +0.2% |
| All | -5.8% | +102.5% | -108.4% | -47.4% |
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