+3,365.1%
SIMO vs CAKE
+309.5%
+3,055.6%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.4% | +8.3% | +8.6% |
| 7D | +4.2% | -4.0% | +8.2% | +5.5% |
| 30D | +4.1% | +2.4% | +1.7% | +3.2% |
| 3M | -12.9% | +69.0% | -81.8% | -26.4% |
| 6M | +110.3% | +69.3% | +41.1% | +76.7% |
| YTD | +178.6% | +115.8% | +62.8% | +117.0% |
| 1Y | +220.0% | +79.3% | +140.6% | +162.5% |
| 3Y | +409.0% | +262.0% | +147.0% | +229.7% |
| 5Y | +277.3% | +165.7% | +111.7% | +155.6% |
| 10Y | +506.6% | +158.9% | +347.7% | +236.9% |
| All | +3,365.1% | +309.5% | +3,055.6% | +806.1% |
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 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