+87.0%
PR vs CAKE
+147.7%
-60.6%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +4.7% | -11.2% | -6.1% |
| 7D | -12.1% | +9.1% | -21.2% | -11.3% |
| 30D | +0.9% | +5.8% | -4.9% | +1.5% |
| 3M | +10.1% | +9.3% | +0.8% | +11.3% |
| 6M | +1.1% | +96.1% | -95.0% | +10.1% |
| YTD | +63.7% | +131.4% | -67.8% | +80.7% |
| 1Y | +87.0% | +146.1% | -59.0% | +107.2% |
| All | +87.0% | +147.7% | -60.6% | +107.2% |
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