+517.6%
SPMO vs CAKE
+155.4%
+362.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.3% |
| 7D | -0.9% | -4.5% | +3.6% | -0.2% |
| 30D | -1.9% | -12.4% | +10.5% | +0.2% |
| 3M | -1.4% | +37.3% | -38.7% | -7.3% |
| 6M | +25.5% | +70.7% | -45.2% | +13.1% |
| YTD | +24.8% | +106.0% | -81.1% | +8.6% |
| 1Y | +24.5% | +79.7% | -55.2% | +10.7% |
| 3Y | +157.1% | +267.8% | -110.6% | +98.7% |
| 5Y | +149.5% | +159.9% | -10.4% | +98.6% |
| All | +517.6% | +155.4% | +362.2% | +320.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling