-53.5%
S vs CAKE
+121.2%
-174.7%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -1.0% |
| 7D | -0.7% | -4.5% | +3.9% | +1.3% |
| 30D | -11.4% | -12.4% | +1.0% | -6.9% |
| 3M | +33.8% | +37.3% | -3.5% | +13.8% |
| 6M | +39.5% | +70.7% | -31.2% | +5.5% |
| YTD | +31.7% | +106.0% | -74.3% | -10.9% |
| 1Y | +7.0% | +79.7% | -72.7% | -22.7% |
| 3Y | +11.8% | +267.8% | -256.0% | -47.0% |
| 5Y | -69.0% | +159.9% | -228.9% | -84.6% |
| All | -53.5% | +121.2% | -174.7% | -77.4% |
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 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