+422.7%
PR vs CAKE
+168.2%
+254.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.6% | +1.3% |
| 7D | -0.6% | -1.1% | +0.5% | -0.4% |
| 30D | +17.4% | +0.4% | +16.9% | +17.0% |
| 3M | +21.8% | +59.9% | -38.2% | +9.1% |
| 6M | +27.6% | +75.1% | -47.5% | +11.2% |
| YTD | +71.4% | +115.0% | -43.6% | +41.2% |
| 1Y | +78.3% | +81.6% | -3.3% | +52.9% |
| 3Y | +85.5% | +279.1% | -193.6% | +28.5% |
| 5Y | +422.7% | +170.6% | +252.0% | +284.6% |
| All | +422.7% | +168.2% | +254.4% | +284.6% |
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