+26.4%
P vs CAKE
+76.8%
-50.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.4% |
| 7D | +6.5% | -4.0% | +10.5% | +6.8% |
| 30D | +18.8% | +2.4% | +16.4% | +18.9% |
| 3M | +26.7% | +69.0% | -42.2% | +22.2% |
| 6M | +62.2% | +69.3% | -7.1% | +56.1% |
| YTD | +48.5% | +115.8% | -67.3% | +42.5% |
| 1Y | +26.4% | +79.3% | -53.0% | +18.3% |
| All | +26.4% | +76.8% | -50.4% | +18.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling