-40.9%
SE vs CAKE
+76.8%
-117.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -0.9% |
| 7D | -6.1% | -4.0% | -2.1% | -5.7% |
| 30D | -2.5% | +2.4% | -4.9% | -2.5% |
| 3M | +21.7% | +69.0% | -47.3% | +18.0% |
| 6M | +27.0% | +69.3% | -42.3% | +22.3% |
| YTD | -12.1% | +115.8% | -127.9% | -16.9% |
| 1Y | -40.9% | +79.3% | -120.3% | -45.4% |
| All | -40.9% | +76.8% | -117.7% | -45.4% |
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