-16.5%
SOUN vs CAKE
+209.0%
-225.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -1.2% |
| 7D | -7.1% | -4.5% | -2.6% | -4.7% |
| 30D | -15.4% | -12.4% | -3.0% | -9.4% |
| 3M | -10.6% | +37.3% | -47.9% | -27.9% |
| 6M | -19.6% | +70.7% | -90.4% | -44.7% |
| YTD | -37.2% | +106.0% | -143.2% | -62.3% |
| 1Y | -57.1% | +79.7% | -136.7% | -72.0% |
| 3Y | +178.2% | +267.8% | -89.6% | +9.7% |
| All | -16.5% | +209.0% | -225.5% | -62.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling