+618.0%
SLB vs CAKE
+4,018.7%
-3,400.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | +0.8% | -4.0% | +4.8% | +1.8% |
| 30D | +15.8% | +2.4% | +13.4% | +15.0% |
| 3M | -0.3% | +69.0% | -69.3% | -12.7% |
| 6M | +21.3% | +69.3% | -47.9% | +5.9% |
| YTD | +52.3% | +115.8% | -63.5% | +25.2% |
| 1Y | +63.6% | +79.3% | -15.7% | +40.1% |
| 3Y | +3.8% | +262.0% | -258.3% | -26.2% |
| 5Y | +128.6% | +165.7% | -37.0% | +67.5% |
| 10Y | -3.1% | +158.9% | -162.0% | -34.5% |
| All | +618.0% | +4,018.7% | -3,400.7% | +200.3% |
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