+158.7%
P vs CAKE
+273.8%
-115.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +2.0% | +1.7% |
| 7D | +7.8% | -1.1% | +8.9% | +8.2% |
| 30D | +12.3% | +0.4% | +11.9% | +12.0% |
| 3M | +37.1% | +59.9% | -22.8% | +15.8% |
| 6M | +66.1% | +75.1% | -9.0% | +34.9% |
| YTD | +50.9% | +115.0% | -64.1% | +12.6% |
| 1Y | +27.2% | +81.6% | -54.4% | +1.2% |
| 3Y | +158.7% | +279.1% | -120.4% | +48.5% |
| All | +158.7% | +273.8% | -115.1% | +48.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling