+226.6%
RCL vs CAKE
+152.3%
+74.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +1.2% |
| 7D | -2.5% | -5.6% | +3.2% | +1.0% |
| 30D | -15.7% | -10.5% | -5.1% | -10.2% |
| 3M | -3.6% | +43.6% | -47.3% | -25.2% |
| 6M | -8.7% | +63.0% | -71.7% | -35.5% |
| YTD | -6.2% | +102.9% | -109.1% | -43.4% |
| 1Y | -22.9% | +75.6% | -98.5% | -48.9% |
| 3Y | +173.6% | +257.7% | -84.1% | +3.6% |
| 5Y | +226.6% | +156.0% | +70.6% | +46.8% |
| All | +226.6% | +152.3% | +74.3% | +46.8% |
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 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