+597.0%
SE vs CAKE
+193.7%
+403.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.5% | +1.2% |
| 7D | +0.6% | -1.1% | +1.7% | +0.9% |
| 30D | -0.1% | +0.4% | -0.5% | -0.3% |
| 3M | +34.1% | +59.9% | -25.8% | +18.5% |
| 6M | +23.2% | +75.1% | -51.9% | +5.8% |
| YTD | -11.2% | +115.0% | -126.2% | -28.0% |
| 1Y | -40.5% | +81.6% | -122.1% | -49.9% |
| 3Y | +196.3% | +279.1% | -82.8% | +102.1% |
| 5Y | -67.0% | +170.6% | -237.7% | -76.3% |
| All | +597.0% | +193.7% | +403.3% | +331.3% |
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