+329.8%
SLV vs CAKE
+339.2%
-9.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.7% |
| 7D | +2.5% | -1.1% | +3.6% | +2.6% |
| 30D | +3.3% | +0.4% | +2.8% | +3.2% |
| 3M | -3.6% | +59.9% | -63.5% | -6.9% |
| 6M | -21.8% | +75.1% | -96.9% | -25.1% |
| YTD | -7.8% | +115.0% | -122.9% | -12.9% |
| 1Y | +58.3% | +81.6% | -23.3% | +51.1% |
| 3Y | +182.6% | +279.1% | -96.5% | +155.4% |
| 5Y | +167.8% | +170.6% | -2.8% | +144.1% |
| 10Y | +218.9% | +160.3% | +58.6% | +178.7% |
| All | +329.8% | +339.2% | -9.3% | +247.7% |
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