+43.0%
SN vs CAKE
+76.8%
-33.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.2% |
| 7D | -9.3% | -4.0% | -5.3% | -8.1% |
| 30D | -4.8% | +2.4% | -7.2% | -6.2% |
| 3M | +40.4% | +69.0% | -28.5% | +10.7% |
| 6M | +50.9% | +69.3% | -18.3% | +17.0% |
| YTD | +54.9% | +115.8% | -60.8% | +10.1% |
| 1Y | +43.0% | +79.3% | -36.3% | +7.0% |
| All | +43.0% | +76.8% | -33.7% | +7.0% |
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