+5,089.1%
RIO vs CAKE
+3,866.7%
+1,222.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.3% | +0.6% |
| 7D | +1.0% | -4.6% | +5.5% | +1.9% |
| 30D | +4.0% | -6.6% | +10.6% | +5.3% |
| 3M | +4.5% | +52.9% | -48.4% | -4.7% |
| 6M | +17.3% | +65.7% | -48.4% | +4.8% |
| YTD | +36.2% | +107.8% | -71.6% | +16.0% |
| 1Y | +76.1% | +78.5% | -2.3% | +54.3% |
| 3Y | +102.5% | +266.4% | -163.9% | +49.7% |
| 5Y | +103.5% | +159.6% | -56.1% | +55.4% |
| 10Y | +619.2% | +156.6% | +462.6% | +392.3% |
| All | +5,089.1% | +3,866.7% | +1,222.4% | +2,372.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling