+178.2%
SOUN vs CAKE
+261.6%
-83.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -1.1% |
| 7D | -7.1% | -4.5% | -2.6% | -4.8% |
| 30D | -15.4% | -12.4% | -3.0% | -9.5% |
| 3M | -10.6% | +37.3% | -47.9% | -28.3% |
| 6M | -19.6% | +70.7% | -90.4% | -45.6% |
| YTD | -37.2% | +106.0% | -143.2% | -63.7% |
| 1Y | -57.1% | +79.7% | -136.7% | -72.6% |
| 3Y | +178.2% | +267.8% | -89.6% | -20.4% |
| All | +178.2% | +261.6% | -83.4% | -20.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling