+8.2%
SEI vs CAKE
+147.7%
-139.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.9% | +4.7% | -21.6% | -16.4% |
| 7D | -16.4% | +9.1% | -25.6% | -15.7% |
| 30D | -22.9% | +5.8% | -28.7% | -22.3% |
| 3M | -0.3% | +9.3% | -9.6% | +0.8% |
| 6M | -22.3% | +96.1% | -118.4% | -23.5% |
| YTD | +26.2% | +131.4% | -105.3% | +18.7% |
| 1Y | +8.2% | +146.1% | -137.9% | +1.1% |
| All | +8.2% | +147.7% | -139.5% | +1.1% |
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 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