+82.1%
PL vs CAKE
+169.2%
-87.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.6% | -1.4% |
| 7D | -9.3% | -4.0% | -5.3% | -7.6% |
| 30D | -18.9% | +2.4% | -21.4% | -20.2% |
| 3M | -58.4% | +69.0% | -127.3% | -68.5% |
| 6M | -30.3% | +69.3% | -99.6% | -47.8% |
| YTD | -8.1% | +115.8% | -123.9% | -40.2% |
| 1Y | +180.5% | +79.3% | +101.2% | +100.2% |
| 3Y | +444.1% | +262.0% | +182.1% | +166.7% |
| All | +82.1% | +169.2% | -87.0% | -9.5% |
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