+18.0%
Q vs CAKE
+147.7%
-129.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.7% | -4.8% | -1.0% |
| 7D | -3.3% | +9.1% | -12.4% | -5.0% |
| 30D | -9.7% | +5.8% | -15.5% | -10.8% |
| 3M | -16.1% | +9.3% | -25.4% | -18.0% |
| 6M | -15.7% | +96.1% | -111.8% | -34.0% |
| YTD | +45.7% | +131.4% | -85.7% | +4.5% |
| 1Y | +18.0% | +146.1% | -128.1% | -19.0% |
| All | +18.0% | +147.7% | -129.7% | -19.0% |
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