-35.6%
SMCI vs CAKE
+135.2%
-170.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -4.1% | -4.5% | -8.5% |
| 7D | -21.3% | -2.1% | -19.2% | -21.3% |
| 30D | -37.7% | +2.3% | -40.0% | -37.6% |
| 3M | -10.7% | +5.4% | -16.1% | -10.4% |
| 6M | -2.7% | +82.5% | -85.2% | -9.5% |
| YTD | -7.5% | +122.0% | -129.5% | -18.2% |
| 1Y | -35.6% | +133.9% | -169.5% | -43.5% |
| All | -35.6% | +135.2% | -170.8% | -43.5% |
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