+115.3%
SPOT vs CAKE
+157.8%
-42.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.8% | +0.3% |
| 7D | -3.1% | -4.5% | +1.5% | -1.7% |
| 30D | +7.4% | -12.4% | +19.8% | +11.8% |
| 3M | +8.2% | +37.3% | -29.2% | -3.2% |
| 6M | +2.2% | +70.7% | -68.5% | -15.8% |
| YTD | -9.5% | +106.0% | -115.4% | -31.2% |
| 1Y | -23.8% | +79.7% | -103.5% | -39.4% |
| 3Y | +233.5% | +267.8% | -34.3% | +85.3% |
| All | +115.3% | +157.8% | -42.5% | +24.4% |
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 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