+5,525.5%
SNPS vs CAKE
+4,004.5%
+1,521.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.4% |
| 7D | -5.5% | -1.1% | -4.4% | -5.3% |
| 30D | -5.8% | +0.4% | -6.2% | -6.1% |
| 3M | -17.2% | +59.9% | -77.1% | -25.4% |
| 6M | -10.4% | +75.1% | -85.4% | -21.0% |
| YTD | -16.5% | +115.0% | -131.6% | -29.7% |
| 1Y | -35.6% | +81.6% | -117.2% | -44.0% |
| 3Y | -14.6% | +279.1% | -293.7% | -37.0% |
| 5Y | +16.5% | +170.6% | -154.2% | -10.5% |
| 10Y | +556.6% | +160.3% | +396.3% | +348.1% |
| All | +5,525.5% | +4,004.5% | +1,521.0% | +1,989.7% |
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