+279.2%
RTX vs CAKE
+155.4%
+123.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.6% |
| 7D | -1.5% | -4.5% | +3.0% | -0.5% |
| 30D | -11.0% | -12.4% | +1.5% | -8.3% |
| 3M | +7.7% | +37.3% | -29.7% | -1.1% |
| 6M | -3.9% | +70.7% | -74.6% | -16.7% |
| YTD | +9.0% | +106.0% | -97.0% | -10.3% |
| 1Y | +27.3% | +79.7% | -52.4% | +8.1% |
| 3Y | +172.9% | +267.8% | -94.9% | +85.9% |
| 5Y | +165.2% | +159.9% | +5.3% | +89.3% |
| All | +279.2% | +155.4% | +123.8% | +116.6% |
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