+7,788.2%
SHOP vs CAKE
+158.2%
+7,630.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.3% | -7.2% | -7.5% |
| 7D | -4.1% | -1.1% | -3.0% | -3.8% |
| 30D | -11.5% | +0.4% | -11.9% | -11.9% |
| 3M | +21.1% | +59.9% | -38.9% | +3.8% |
| 6M | +3.0% | +75.1% | -72.1% | -14.6% |
| YTD | -16.7% | +115.0% | -131.7% | -35.6% |
| 1Y | -8.3% | +81.6% | -89.9% | -25.5% |
| 3Y | +112.8% | +279.1% | -166.3% | +38.7% |
| 5Y | -9.3% | +170.6% | -179.9% | -37.1% |
| 10Y | +3,003.4% | +160.3% | +2,843.2% | +1,739.8% |
| All | +7,788.2% | +158.2% | +7,630.0% | +5,115.5% |
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