+10,219.0%
RTX vs CAKE
+4,004.5%
+6,214.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.9% |
| 7D | -3.1% | -1.1% | -2.0% | -2.9% |
| 30D | -10.6% | +0.4% | -11.0% | -10.8% |
| 3M | +11.6% | +59.9% | -48.3% | +0.5% |
| 6M | -4.5% | +75.1% | -79.6% | -16.0% |
| YTD | +9.6% | +115.0% | -105.4% | -8.0% |
| 1Y | +30.8% | +81.6% | -50.8% | +13.5% |
| 3Y | +152.8% | +279.1% | -126.3% | +82.5% |
| 5Y | +167.1% | +170.6% | -3.5% | +99.7% |
| 10Y | +275.2% | +160.3% | +114.9% | +156.1% |
| All | +10,219.0% | +4,004.5% | +6,214.5% | +4,341.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling