+150.5%
SPMO vs CAKE
+157.8%
-7.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.3% |
| 7D | -0.9% | -4.5% | +3.6% | -0.1% |
| 30D | -1.9% | -12.4% | +10.5% | +0.3% |
| 3M | -1.4% | +37.3% | -38.7% | -7.7% |
| 6M | +25.5% | +70.7% | -45.2% | +12.1% |
| YTD | +24.8% | +106.0% | -81.1% | +7.2% |
| 1Y | +24.5% | +79.7% | -55.2% | +9.6% |
| 3Y | +157.1% | +267.8% | -110.6% | +94.3% |
| All | +150.5% | +157.8% | -7.3% | +93.1% |
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 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