+91.5%
RIO vs CAKE
+157.8%
-66.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | +0.4% |
| 7D | -3.2% | -4.5% | +1.3% | -2.6% |
| 30D | +0.9% | -12.4% | +13.4% | +2.8% |
| 3M | -1.4% | +37.3% | -38.8% | -6.2% |
| 6M | +10.9% | +70.7% | -59.8% | +2.0% |
| YTD | +31.2% | +106.0% | -74.8% | +17.1% |
| 1Y | +67.9% | +79.7% | -11.7% | +52.6% |
| 3Y | +88.8% | +267.8% | -179.0% | +52.8% |
| All | +91.5% | +157.8% | -66.3% | +56.0% |
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