+78.6%
PR vs CAKE
+76.5%
+2.1%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.2% | -0.3% |
| 7D | -0.8% | -4.6% | +3.7% | -1.1% |
| 30D | +11.3% | -6.6% | +17.8% | +11.0% |
| 3M | +24.1% | +52.9% | -28.8% | +28.7% |
| 6M | +25.4% | +65.7% | -40.4% | +32.4% |
| YTD | +71.2% | +107.8% | -36.6% | +80.5% |
| 1Y | +78.6% | +78.5% | +0.1% | +80.9% |
| All | +78.6% | +76.5% | +2.1% | +80.9% |
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 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