+217.9%
SIMO vs CAKE
+282.2%
-64.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.7% | -8.3% | -6.2% |
| 7D | +4.1% | +2.5% | +1.6% | +3.6% |
| 30D | -24.0% | -3.1% | -20.9% | -23.6% |
| 3M | -31.8% | -2.2% | -29.6% | -31.6% |
| 6M | -36.9% | +94.1% | -130.9% | -47.7% |
| YTD | +84.8% | +119.4% | -34.6% | +46.7% |
| 1Y | +99.0% | +141.4% | -42.4% | +53.1% |
| 3Y | +217.9% | +273.6% | -55.6% | +125.9% |
| All | +217.9% | +282.2% | -64.3% | +125.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling