+2,198.9%
SIMO vs CAKE
+316.4%
+1,882.5%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.7% | -8.3% | -6.4% |
| 7D | +4.1% | +2.5% | +1.6% | +3.4% |
| 30D | -24.0% | -3.1% | -20.9% | -23.5% |
| 3M | -31.8% | -2.2% | -29.6% | -31.8% |
| 6M | -36.9% | +94.1% | -130.9% | -49.3% |
| YTD | +84.8% | +119.4% | -34.6% | +42.3% |
| 1Y | +99.0% | +141.4% | -42.4% | +48.6% |
| 3Y | +217.9% | +273.6% | -55.6% | +103.2% |
| 5Y | +171.5% | +177.7% | -6.2% | +81.2% |
| 10Y | +393.3% | +131.9% | +261.4% | +188.3% |
| All | +2,198.9% | +316.4% | +1,882.5% | +494.2% |
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