+271.5%
RMD vs CAKE
+155.4%
+116.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.9% |
| 7D | -4.4% | -4.5% | +0.1% | -3.7% |
| 30D | -3.1% | -12.4% | +9.3% | -1.0% |
| 3M | +13.8% | +37.3% | -23.6% | +7.5% |
| 6M | -8.6% | +70.7% | -79.3% | -17.0% |
| YTD | -8.6% | +106.0% | -114.6% | -19.7% |
| 1Y | -19.7% | +79.7% | -99.3% | -27.9% |
| 3Y | +48.4% | +267.8% | -219.4% | +16.4% |
| 5Y | -22.7% | +159.9% | -182.6% | -37.7% |
| All | +271.5% | +155.4% | +116.0% | +148.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling