+485.4%
P vs CAKE
+146.5%
+338.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.3% |
| 7D | +6.5% | -4.0% | +10.5% | +7.9% |
| 30D | +18.8% | +2.4% | +16.4% | +17.8% |
| 3M | +26.7% | +69.0% | -42.2% | +6.0% |
| 6M | +62.2% | +69.3% | -7.1% | +34.9% |
| YTD | +48.5% | +115.8% | -67.3% | +13.8% |
| 1Y | +26.4% | +79.3% | -53.0% | +2.2% |
| 3Y | +159.4% | +262.0% | -102.6% | +64.5% |
| 5Y | +275.8% | +165.7% | +110.1% | +150.4% |
| 10Y | +732.0% | +158.9% | +573.1% | +350.8% |
| All | +485.4% | +146.5% | +338.9% | +216.7% |
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 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