+545.1%
SLB vs CAKE
+4,088.6%
-3,543.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.7% | -1.2% | +0.9% |
| 7D | +3.5% | +2.5% | +1.0% | +2.9% |
| 30D | +6.5% | -3.1% | +9.6% | +7.0% |
| 3M | -0.2% | -2.2% | +2.0% | -0.4% |
| 6M | -5.7% | +94.1% | -99.8% | -20.6% |
| YTD | +36.8% | +119.4% | -82.6% | +11.5% |
| 1Y | +45.8% | +141.4% | -95.6% | +16.0% |
| 3Y | +3.4% | +273.6% | -270.2% | -27.2% |
| 5Y | +76.1% | +177.7% | -101.5% | +27.3% |
| 10Y | -13.0% | +131.9% | -144.9% | -40.2% |
| All | +545.1% | +4,088.6% | -3,543.5% | +167.3% |
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