+80.8%
STLD vs CAKE
+74.6%
+6.2%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -1.0% |
| 7D | -3.6% | -5.6% | +2.0% | -2.6% |
| 30D | -10.1% | -10.5% | +0.4% | -8.3% |
| 3M | -11.4% | +43.6% | -55.1% | -18.8% |
| 6M | +30.8% | +63.0% | -32.2% | +15.3% |
| YTD | +40.7% | +102.9% | -62.2% | +16.6% |
| 1Y | +80.8% | +75.6% | +5.1% | +46.7% |
| All | +80.8% | +74.6% | +6.2% | +46.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling