-31.5%
RIVN vs CAKE
+261.6%
-293.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.7% |
| 7D | +1.8% | -4.5% | +6.4% | +3.6% |
| 30D | +0.6% | -12.4% | +13.1% | +5.6% |
| 3M | +3.2% | +37.3% | -34.2% | -11.0% |
| 6M | -3.7% | +70.7% | -74.4% | -25.0% |
| YTD | -18.7% | +106.0% | -124.7% | -42.8% |
| 1Y | +14.7% | +79.7% | -64.9% | -14.2% |
| 3Y | -31.5% | +267.8% | -299.3% | -70.1% |
| All | -31.5% | +261.6% | -293.1% | -70.1% |
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 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