+72.2%
SMTC vs CAKE
+147.7%
-75.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +4.7% | -17.6% | -12.2% |
| 7D | -24.5% | +9.1% | -33.6% | -23.5% |
| 30D | -42.5% | +5.8% | -48.3% | -41.8% |
| 3M | -14.1% | +9.3% | -23.4% | -12.5% |
| 6M | +3.6% | +96.1% | -92.5% | +2.3% |
| YTD | +50.6% | +131.4% | -80.9% | +47.3% |
| 1Y | +72.2% | +146.1% | -73.8% | +69.9% |
| All | +72.2% | +147.7% | -75.4% | +69.9% |
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