+221.3%
SIMO vs CAKE
+74.6%
+146.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.4% | -2.1% | -4.3% |
| 7D | +12.5% | -5.6% | +18.2% | +13.1% |
| 30D | +18.4% | -10.5% | +28.9% | +19.3% |
| 3M | +5.6% | +43.6% | -38.0% | +0.5% |
| 6M | +116.9% | +63.0% | +53.9% | +98.9% |
| YTD | +188.4% | +102.9% | +85.5% | +150.4% |
| 1Y | +221.3% | +75.6% | +145.6% | +189.1% |
| All | +221.3% | +74.6% | +146.7% | +189.1% |
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