-8.6%
PATH vs CAKE
+142.0%
-150.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +2.4% |
| 7D | -2.7% | -4.7% | +2.0% | -2.4% |
| 30D | -1.4% | +0.9% | -2.2% | -1.3% |
| 3M | -16.4% | -2.7% | -13.7% | -16.7% |
| 6M | +23.3% | +81.2% | -57.9% | +18.9% |
| YTD | -19.8% | +120.6% | -140.4% | -22.2% |
| 1Y | -8.6% | +142.7% | -151.3% | -10.1% |
| All | -8.6% | +142.0% | -150.5% | -10.1% |
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 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