+3.4%
SLB vs CAKE
+282.2%
-278.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.7% | -1.2% | +0.9% |
| 7D | +3.5% | +2.5% | +1.0% | +3.0% |
| 30D | +6.5% | -3.1% | +9.6% | +7.0% |
| 3M | -0.2% | -2.2% | +2.0% | -0.3% |
| 6M | -5.7% | +94.1% | -99.8% | -22.0% |
| YTD | +36.8% | +119.4% | -82.6% | +8.5% |
| 1Y | +45.8% | +141.4% | -95.6% | +12.3% |
| 3Y | +3.4% | +273.6% | -270.2% | -29.0% |
| All | +3.4% | +282.2% | -278.9% | -29.0% |
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