+549.0%
SIMO vs CAKE
+151.6%
+397.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.4% | -2.1% | -4.1% |
| 7D | +12.5% | -5.6% | +18.2% | +13.6% |
| 30D | +18.4% | -10.5% | +28.9% | +20.6% |
| 3M | +5.6% | +43.6% | -38.0% | -1.3% |
| 6M | +116.9% | +63.0% | +53.9% | +97.5% |
| YTD | +188.4% | +102.9% | +85.5% | +152.6% |
| 1Y | +221.3% | +75.6% | +145.6% | +187.9% |
| 3Y | +438.6% | +257.7% | +180.8% | +326.8% |
| 5Y | +287.9% | +156.0% | +131.9% | +215.9% |
| All | +549.0% | +151.6% | +397.4% | +383.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling