+219.5%
SLV vs CAKE
+348.2%
-128.7%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.7% | -4.9% | -2.4% |
| 7D | -5.8% | +2.5% | -8.3% | -6.0% |
| 30D | -12.1% | -3.1% | -9.1% | -12.0% |
| 3M | -24.1% | -2.2% | -21.9% | -24.1% |
| 6M | -44.4% | +94.1% | -138.4% | -47.1% |
| YTD | -31.5% | +119.4% | -150.9% | -35.4% |
| 1Y | -6.9% | +141.4% | -148.3% | -12.8% |
| 3Y | +116.0% | +273.6% | -157.6% | +95.3% |
| 5Y | +88.4% | +177.7% | -89.2% | +71.5% |
| 10Y | +167.9% | +131.9% | +36.1% | +136.1% |
| All | +219.5% | +348.2% | -128.7% | +157.8% |
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