-75.6%
PATH vs CAKE
+170.5%
-246.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +2.9% | +1.3% |
| 7D | +0.7% | -3.8% | +4.5% | +2.5% |
| 30D | -1.1% | -5.2% | +4.1% | +1.1% |
| 3M | -14.2% | -9.2% | -4.9% | -11.4% |
| 6M | +30.9% | +76.6% | -45.8% | -6.1% |
| YTD | -20.1% | +113.6% | -133.7% | -49.9% |
| 1Y | -8.1% | +134.3% | -142.4% | -45.8% |
| 3Y | -24.3% | +271.2% | -295.4% | -69.7% |
| 5Y | -75.6% | +170.3% | -245.9% | -89.5% |
| All | -75.6% | +170.5% | -246.1% | -89.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling