+1,875.5%
SHEL vs CAKE
+3,831.8%
-1,956.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.6% |
| 7D | +4.1% | -4.5% | +8.6% | +4.9% |
| 30D | +8.4% | -12.4% | +20.8% | +10.6% |
| 3M | +13.7% | +37.3% | -23.6% | +7.4% |
| 6M | +12.7% | +70.7% | -58.0% | +2.1% |
| YTD | +35.3% | +106.0% | -70.7% | +18.4% |
| 1Y | +39.4% | +79.7% | -40.3% | +24.6% |
| 3Y | +71.5% | +267.8% | -196.3% | +32.8% |
| 5Y | +195.0% | +159.9% | +35.1% | +135.1% |
| 10Y | +211.1% | +154.3% | +56.7% | +129.3% |
| All | +1,875.5% | +3,831.8% | -1,956.3% | +854.8% |
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