+40.0%
PATH vs CAKE
+76.8%
-36.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.4% | -17.0% | -16.6% |
| 7D | -16.3% | -4.0% | -12.3% | -16.2% |
| 30D | +9.9% | +2.4% | +7.5% | +9.0% |
| 3M | +30.2% | +69.0% | -38.8% | +27.6% |
| 6M | +37.2% | +69.3% | -32.1% | +34.4% |
| YTD | -7.3% | +115.8% | -123.1% | -9.0% |
| 1Y | +40.0% | +79.3% | -39.3% | +29.5% |
| All | +40.0% | +76.8% | -36.8% | +29.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling