+97.5%
PR vs CAKE
+155.4%
-57.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.2% | -0.2% |
| 7D | +1.8% | -4.5% | +6.3% | +3.3% |
| 30D | +10.9% | -12.4% | +23.3% | +15.4% |
| 3M | +24.5% | +37.3% | -12.8% | +11.0% |
| 6M | +25.0% | +70.7% | -45.7% | +2.2% |
| YTD | +72.4% | +106.0% | -33.6% | +31.2% |
| 1Y | +77.2% | +79.7% | -2.4% | +40.6% |
| 3Y | +90.5% | +267.8% | -177.3% | +12.5% |
| 5Y | +423.5% | +159.9% | +263.6% | +231.9% |
| All | +97.5% | +155.4% | -57.9% | +29.9% |
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