+252.8%
SPOT vs CAKE
+156.6%
+96.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.8% | +0.5% |
| 7D | -3.1% | -4.5% | +1.5% | -2.1% |
| 30D | +7.4% | -12.4% | +19.8% | +10.3% |
| 3M | +8.2% | +37.3% | -29.2% | +0.7% |
| 6M | +2.2% | +70.7% | -68.5% | -9.6% |
| YTD | -9.5% | +106.0% | -115.4% | -23.7% |
| 1Y | -23.8% | +79.7% | -103.5% | -34.0% |
| 3Y | +233.5% | +267.8% | -34.3% | +140.8% |
| 5Y | +112.2% | +159.9% | -47.7% | +60.1% |
| All | +252.8% | +156.6% | +96.2% | +145.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling