+87,334.7%
SMTC vs CAKE
+3,866.7%
+83,468.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.4% | +4.2% | +1.8% |
| 7D | +22.5% | -4.6% | +27.0% | +24.2% |
| 30D | +24.9% | -6.6% | +31.5% | +27.2% |
| 3M | +4.1% | +52.9% | -48.8% | -9.9% |
| 6M | +92.6% | +65.7% | +26.8% | +61.7% |
| YTD | +122.5% | +107.8% | +14.7% | +73.7% |
| 1Y | +166.2% | +78.5% | +87.7% | +116.6% |
| 3Y | +577.2% | +266.4% | +310.8% | +343.8% |
| 5Y | +119.0% | +159.6% | -40.7% | +54.0% |
| 10Y | +527.9% | +156.6% | +371.3% | +285.9% |
| All | +87,334.7% | +3,866.7% | +83,468.0% | +26,786.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling