+181.6%
SE vs CAKE
+256.2%
-74.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.4% | -0.4% |
| 7D | -4.8% | -5.6% | +0.8% | -3.4% |
| 30D | -18.1% | -10.5% | -7.6% | -16.0% |
| 3M | +30.6% | +43.6% | -13.0% | +19.1% |
| 6M | +20.8% | +63.0% | -42.3% | +6.1% |
| YTD | -15.6% | +102.9% | -118.5% | -30.8% |
| 1Y | -44.2% | +75.6% | -119.8% | -52.4% |
| All | +181.6% | +256.2% | -74.6% | +92.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling