+954.7%
SEI vs CAKE
+157.8%
+796.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.5% | +3.6% | +4.7% |
| 7D | +22.6% | -4.5% | +27.1% | +24.1% |
| 30D | +9.1% | -12.4% | +21.5% | +12.8% |
| 3M | -11.3% | +37.3% | -48.7% | -20.0% |
| 6M | +22.0% | +70.7% | -48.7% | +2.4% |
| YTD | +47.3% | +106.0% | -58.7% | +15.8% |
| 1Y | +124.8% | +79.7% | +45.1% | +83.5% |
| 3Y | +591.3% | +267.8% | +323.5% | +357.5% |
| All | +954.7% | +157.8% | +796.9% | +633.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling