+79.9%
PL vs CAKE
+106.9%
-27.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | -7.5% | -1.1% | -6.5% | -7.1% |
| 30D | -25.6% | +0.4% | -26.0% | -26.0% |
| 3M | -45.6% | +59.9% | -105.5% | -56.3% |
| 6M | -29.5% | +75.1% | -104.6% | -46.5% |
| YTD | -9.7% | +115.0% | -124.7% | -38.4% |
| 1Y | +84.4% | +81.6% | +2.8% | +35.7% |
| 3Y | +550.0% | +279.1% | +270.9% | +243.5% |
| 5Y | +79.0% | +170.6% | -91.6% | -3.4% |
| All | +79.9% | +106.9% | -27.0% | -2.5% |
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 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