-81.2%
PATH vs CAKE
+125.1%
-206.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.9% | -4.1% | -1.9% |
| 7D | -2.7% | -1.8% | -0.9% | -2.0% |
| 30D | -3.7% | +2.3% | -6.0% | -5.1% |
| 3M | -13.8% | +3.9% | -17.7% | -16.6% |
| 6M | +20.3% | +81.4% | -61.1% | -10.9% |
| YTD | -20.8% | +122.5% | -143.4% | -48.1% |
| 1Y | -9.2% | +138.1% | -147.3% | -42.8% |
| 3Y | -21.8% | +288.0% | -309.8% | -64.2% |
| 5Y | -77.4% | +174.9% | -252.3% | -89.1% |
| All | -81.2% | +125.1% | -206.3% | -91.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling