-24.5%
RCL vs CAKE
+78.0%
-102.5%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | -0.1% |
| 7D | -1.9% | -4.5% | +2.6% | -0.4% |
| 30D | -15.5% | -12.4% | -3.1% | -12.0% |
| 3M | -9.7% | +37.3% | -47.0% | -21.0% |
| 6M | -8.7% | +70.7% | -79.5% | -28.1% |
| YTD | -5.8% | +106.0% | -111.7% | -33.9% |
| 1Y | -24.5% | +79.7% | -104.1% | -42.7% |
| All | -24.5% | +78.0% | -102.5% | -42.7% |
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