+292.2%
RCL vs CAKE
+173.4%
+118.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.7% | -2.3% | -1.3% |
| 7D | -1.2% | +2.5% | -3.7% | -2.7% |
| 30D | +17.8% | -3.1% | +20.9% | +19.8% |
| 3M | +4.9% | -2.2% | +7.2% | +5.2% |
| 6M | +23.7% | +94.1% | -70.3% | -21.8% |
| YTD | +17.8% | +119.4% | -101.6% | -32.7% |
| 1Y | +28.9% | +141.4% | -112.5% | -31.1% |
| 3Y | +241.9% | +273.6% | -31.7% | +26.4% |
| All | +292.2% | +173.4% | +118.8% | +83.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling