-25.1%
RCL vs CAKE
+76.8%
-101.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.3% |
| 7D | -5.1% | -4.0% | -1.1% | -3.8% |
| 30D | -19.0% | +2.4% | -21.4% | -20.0% |
| 3M | -9.6% | +69.0% | -78.5% | -27.5% |
| 6M | -6.7% | +69.3% | -76.0% | -25.9% |
| YTD | -3.9% | +115.8% | -119.7% | -33.7% |
| 1Y | -25.1% | +79.3% | -104.4% | -41.8% |
| All | -25.1% | +76.8% | -101.9% | -41.8% |
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