-40.8%
SOFI vs CAKE
+147.7%
-188.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.7% | -1.1% | +2.9% |
| 7D | +1.4% | +9.1% | -7.7% | 0.0% |
| 30D | +9.2% | +5.8% | +3.3% | +8.1% |
| 3M | -7.1% | +9.3% | -16.4% | -8.9% |
| 6M | +7.3% | +96.1% | -88.8% | -9.7% |
| YTD | -33.6% | +131.4% | -165.0% | -48.1% |
| 1Y | -40.8% | +146.1% | -186.9% | -55.1% |
| All | -40.8% | +147.7% | -188.5% | -55.1% |
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 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