+164.3%
SLV vs CAKE
+157.8%
+6.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +0.9% |
| 7D | -2.8% | -4.5% | +1.7% | -2.4% |
| 30D | -1.6% | -12.4% | +10.8% | -0.4% |
| 3M | -4.4% | +37.3% | -41.8% | -7.6% |
| 6M | -25.4% | +70.7% | -96.1% | -29.6% |
| YTD | -9.8% | +106.0% | -115.8% | -16.3% |
| 1Y | +53.8% | +79.7% | -25.9% | +44.2% |
| 3Y | +174.7% | +267.8% | -93.1% | +141.1% |
| All | +164.3% | +157.8% | +6.5% | +129.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling