-100.0%
SPXU vs CAKE
+758.6%
-858.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.5% | -3.9% | -1.4% |
| 7D | +2.5% | -4.5% | +7.0% | -0.5% |
| 30D | +4.2% | -12.4% | +16.6% | -4.5% |
| 3M | -9.3% | +37.3% | -46.6% | +12.6% |
| 6M | -30.7% | +70.7% | -101.4% | +1.2% |
| YTD | -28.1% | +106.0% | -134.1% | +20.6% |
| 1Y | -35.2% | +79.7% | -114.9% | -0.4% |
| 3Y | -79.9% | +267.8% | -347.7% | -41.3% |
| 5Y | -86.4% | +159.9% | -246.3% | -60.6% |
| 10Y | -99.5% | +154.3% | -253.9% | -97.4% |
| All | -100.0% | +758.6% | -858.5% | -99.8% |
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