+194.8%
SNXX vs CAKE
+66.6%
+128.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.5% | -8.6% | -7.3% |
| 7D | -12.0% | -4.5% | -7.5% | -11.5% |
| 30D | +37.9% | -12.4% | +50.4% | +40.1% |
| 3M | -52.7% | +37.3% | -90.0% | -64.8% |
| 6M | +194.8% | +70.7% | +124.1% | +73.2% |
| All | +194.8% | +66.6% | +128.1% | +73.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling