-71.3%
QS vs CAKE
+147.7%
-219.0%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +4.7% | +2.8% | +6.7% |
| 7D | +4.5% | +9.1% | -4.7% | +2.9% |
| 30D | -4.1% | +5.8% | -9.9% | -5.1% |
| 3M | -22.1% | +9.3% | -31.5% | -23.5% |
| 6M | -38.4% | +96.1% | -134.5% | -47.3% |
| YTD | -57.5% | +131.4% | -188.9% | -67.4% |
| 1Y | -71.3% | +146.1% | -217.4% | -78.8% |
| All | -71.3% | +147.7% | -219.0% | -78.8% |
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