+535.2%
P vs CAKE
+150.6%
+384.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.7% | -4.7% | -2.8% |
| 7D | +11.6% | +2.5% | +9.1% | +10.7% |
| 30D | -23.7% | -3.1% | -20.6% | -23.1% |
| 3M | -8.0% | -2.2% | -5.8% | -7.9% |
| 6M | +27.9% | +94.1% | -66.2% | +1.8% |
| YTD | +61.2% | +119.4% | -58.3% | +22.2% |
| 1Y | +28.6% | +141.4% | -112.8% | -5.8% |
| 3Y | +200.5% | +273.6% | -73.1% | +88.2% |
| 5Y | +282.9% | +177.7% | +105.3% | +151.5% |
| 10Y | +665.9% | +131.9% | +534.0% | +324.0% |
| All | +535.2% | +150.6% | +384.6% | +240.1% |
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 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