+7.0%
SHW vs CAKE
+147.7%
-140.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +4.7% | +1.9% | +5.6% |
| 7D | +13.3% | +9.1% | +4.2% | +11.2% |
| 30D | +14.1% | +5.8% | +8.3% | +12.7% |
| 3M | +0.8% | +9.3% | -8.6% | -1.4% |
| 6M | +17.6% | +96.1% | -78.5% | -0.9% |
| YTD | +13.0% | +131.4% | -118.5% | -9.3% |
| 1Y | +7.0% | +146.1% | -139.1% | -15.8% |
| All | +7.0% | +147.7% | -140.7% | -15.8% |
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 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