+120.1%
SMTC vs CAKE
+157.8%
-37.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.5% | +3.6% | +4.5% |
| 7D | +13.1% | -4.5% | +17.6% | +15.2% |
| 30D | +19.5% | -12.4% | +31.9% | +25.6% |
| 3M | +2.2% | +37.3% | -35.1% | -12.3% |
| 6M | +94.9% | +70.7% | +24.2% | +49.8% |
| YTD | +127.0% | +106.0% | +21.0% | +58.9% |
| 1Y | +174.6% | +79.7% | +94.9% | +103.4% |
| 3Y | +615.9% | +267.8% | +348.1% | +286.3% |
| All | +120.1% | +157.8% | -37.7% | +27.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling