+13.9%
RSP vs CAKE
+75.4%
-61.5%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.4% |
| 7D | -3.1% | -5.6% | +2.5% | -2.5% |
| 30D | -3.4% | -10.5% | +7.1% | -2.3% |
| 3M | +3.6% | +43.6% | -40.0% | -1.6% |
| 6M | +9.0% | +63.0% | -54.1% | +1.1% |
| YTD | +12.2% | +102.9% | -90.7% | -0.5% |
| All | +13.9% | +75.4% | -61.5% | +2.4% |
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