+268.9%
P vs CAKE
+163.4%
+105.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.4% | -0.7% | -3.0% |
| 7D | +5.0% | -4.6% | +9.6% | +6.5% |
| 30D | -0.9% | -6.6% | +5.6% | +1.0% |
| 3M | +38.7% | +52.9% | -14.3% | +20.0% |
| 6M | +54.4% | +65.7% | -11.4% | +29.4% |
| YTD | +44.8% | +107.8% | -63.0% | +12.1% |
| 1Y | +22.5% | +78.5% | -55.9% | -0.8% |
| 3Y | +148.2% | +266.4% | -118.1% | +56.9% |
| 5Y | +268.9% | +159.6% | +109.3% | +135.7% |
| All | +268.9% | +163.4% | +105.5% | +135.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling