+740.9%
STLD vs CAKE
+131.7%
+609.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.7% | -6.0% | -4.1% |
| 7D | +2.9% | +2.5% | +0.5% | +2.1% |
| 30D | -5.6% | -3.1% | -2.5% | -4.9% |
| 3M | -11.7% | -2.2% | -9.5% | -11.8% |
| 6M | -2.8% | +94.1% | -96.8% | -23.0% |
| YTD | +36.4% | +119.4% | -83.0% | +3.2% |
| 1Y | +50.0% | +141.4% | -91.4% | +9.8% |
| 3Y | +122.3% | +273.6% | -151.3% | +37.5% |
| 5Y | +273.2% | +177.7% | +95.5% | +142.9% |
| All | +740.9% | +131.7% | +609.2% | +378.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling