+572.5%
SNPS vs CAKE
+155.4%
+417.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.5% | -0.2% |
| 7D | +0.9% | -4.5% | +5.4% | +1.7% |
| 30D | -3.6% | -12.4% | +8.8% | -1.6% |
| 3M | -12.9% | +37.3% | -50.3% | -18.3% |
| 6M | -8.2% | +70.7% | -78.9% | -17.5% |
| YTD | -15.4% | +106.0% | -121.4% | -26.7% |
| 1Y | -9.3% | +79.7% | -88.9% | -19.6% |
| 3Y | -14.0% | +267.8% | -281.7% | -33.4% |
| 5Y | +19.5% | +159.9% | -140.4% | -4.8% |
| All | +572.5% | +155.4% | +417.1% | +354.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling