-85.6%
SMR vs CAKE
+147.7%
-233.3%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.7% | -9.2% | -5.6% |
| 7D | -9.5% | +9.1% | -18.7% | -11.5% |
| 30D | -33.2% | +5.8% | -39.0% | -34.2% |
| 3M | -45.9% | +9.3% | -55.3% | -47.9% |
| 6M | -57.9% | +96.1% | -154.0% | -70.8% |
| YTD | -63.8% | +131.4% | -195.2% | -78.5% |
| 1Y | -85.6% | +146.1% | -231.7% | -91.8% |
| All | -85.6% | +147.7% | -233.3% | -91.8% |
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 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