+681.1%
P vs CAKE
+155.4%
+525.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.5% | +2.8% | +3.9% |
| 7D | -1.3% | -4.5% | +3.2% | +0.2% |
| 30D | -11.9% | -12.4% | +0.6% | -8.3% |
| 3M | +41.6% | +37.3% | +4.3% | +26.8% |
| 6M | +58.1% | +70.7% | -12.6% | +31.1% |
| YTD | +46.5% | +106.0% | -59.5% | +13.9% |
| 1Y | +19.1% | +79.7% | -60.6% | -3.9% |
| 3Y | +150.6% | +267.8% | -117.2% | +58.1% |
| 5Y | +271.8% | +159.9% | +111.9% | +149.1% |
| All | +681.1% | +155.4% | +525.6% | +322.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling