+293.4%
SN vs CAKE
+194.8%
+98.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.4% | -1.6% | -2.9% |
| 7D | -7.2% | -5.6% | -1.6% | -4.8% |
| 30D | -13.4% | -10.5% | -2.8% | -9.5% |
| 3M | +26.8% | +43.6% | -16.8% | +5.8% |
| 6M | +44.6% | +63.0% | -18.5% | +13.3% |
| YTD | +45.3% | +102.9% | -57.6% | +2.2% |
| 1Y | +40.1% | +75.6% | -35.5% | +5.0% |
| 3Y | +375.3% | +257.7% | +117.6% | +171.8% |
| All | +293.4% | +194.8% | +98.6% | +121.1% |
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