+172.7%
RCL vs CAKE
+256.2%
-83.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.8% |
| 7D | -2.5% | -5.6% | +3.2% | +0.2% |
| 30D | -15.7% | -10.5% | -5.1% | -11.6% |
| 3M | -3.6% | +43.6% | -47.3% | -20.8% |
| 6M | -8.7% | +63.0% | -71.7% | -30.3% |
| YTD | -6.2% | +102.9% | -109.1% | -36.9% |
| 1Y | -22.9% | +75.6% | -98.5% | -44.0% |
| All | +172.7% | +256.2% | -83.5% | +34.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling