-2.7%
SMCI vs CAKE
+76.8%
-79.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.4% | +4.2% | +4.5% |
| 7D | +6.8% | -4.0% | +10.8% | +6.7% |
| 30D | +30.6% | +2.4% | +28.1% | +30.7% |
| 3M | -15.6% | +69.0% | -84.6% | -19.1% |
| 6M | +21.3% | +69.3% | -48.0% | +15.2% |
| YTD | +35.3% | +115.8% | -80.5% | +25.4% |
| 1Y | -2.7% | +79.3% | -82.1% | -13.6% |
| All | -2.7% | +76.8% | -79.5% | -13.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling