+39.2%
SN vs CAKE
+78.0%
-38.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -1.6% |
| 7D | -7.3% | -4.5% | -2.7% | -5.7% |
| 30D | -13.6% | -12.4% | -1.2% | -9.7% |
| 3M | +18.6% | +37.3% | -18.7% | +2.2% |
| 6M | +46.0% | +70.7% | -24.7% | +13.4% |
| YTD | +43.7% | +106.0% | -62.3% | +4.0% |
| 1Y | +39.2% | +79.7% | -40.5% | +3.0% |
| All | +39.2% | +78.0% | -38.9% | +3.0% |
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