-86.3%
SPXU vs CAKE
+157.8%
-244.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.5% | -3.9% | -1.5% |
| 7D | +2.5% | -4.5% | +7.0% | -0.1% |
| 30D | +4.2% | -12.4% | +16.6% | -3.3% |
| 3M | -9.3% | +37.3% | -46.6% | +10.1% |
| 6M | -30.7% | +70.7% | -101.4% | -2.4% |
| YTD | -28.1% | +106.0% | -134.1% | +15.3% |
| 1Y | -35.2% | +79.7% | -114.9% | -4.3% |
| 3Y | -79.9% | +267.8% | -347.7% | -45.6% |
| All | -86.3% | +157.8% | -244.1% | -60.9% |
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