+205.8%
RSP vs CAKE
+155.4%
+50.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.4% |
| 7D | -1.9% | -4.5% | +2.7% | -0.8% |
| 30D | -2.8% | -12.4% | +9.6% | +0.1% |
| 3M | +2.8% | +37.3% | -34.5% | -5.2% |
| 6M | +10.2% | +70.7% | -60.5% | -4.0% |
| YTD | +13.1% | +106.0% | -92.9% | -6.2% |
| 1Y | +14.8% | +79.7% | -64.9% | -1.9% |
| 3Y | +52.6% | +267.8% | -215.2% | +7.2% |
| 5Y | +51.6% | +159.9% | -108.3% | +11.5% |
| All | +205.8% | +155.4% | +50.4% | +87.2% |
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