+19.6%
RSG vs CAKE
+147.7%
-128.1%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.7% | -3.6% | +1.0% |
| 7D | +5.1% | +9.1% | -4.0% | +5.0% |
| 30D | +15.3% | +5.8% | +9.5% | +15.2% |
| 3M | +18.6% | +9.3% | +9.2% | +18.5% |
| 6M | +19.5% | +96.1% | -76.6% | +21.0% |
| YTD | +17.2% | +131.4% | -114.2% | +18.1% |
| 1Y | +19.6% | +146.1% | -126.5% | +20.0% |
| All | +19.6% | +147.7% | -128.1% | +20.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling