-4.9%
SHOP vs CAKE
+147.7%
-152.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.7% | +2.6% | +6.2% |
| 7D | -9.0% | +9.1% | -18.2% | -10.7% |
| 30D | -4.4% | +5.8% | -10.3% | -5.5% |
| 3M | +24.1% | +9.3% | +14.8% | +21.0% |
| 6M | +20.0% | +96.1% | -76.1% | +3.8% |
| YTD | -4.9% | +131.4% | -136.4% | -23.1% |
| 1Y | -4.9% | +146.1% | -151.0% | -25.0% |
| All | -4.9% | +147.7% | -152.6% | -25.0% |
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