+99.6%
STM vs CAKE
+76.8%
+22.8%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.8% |
| 7D | +5.8% | -4.0% | +9.8% | +6.4% |
| 30D | -1.0% | +2.4% | -3.4% | -1.8% |
| 3M | -33.3% | +69.0% | -102.2% | -42.0% |
| 6M | +57.4% | +69.3% | -11.9% | +35.5% |
| YTD | +102.2% | +115.8% | -13.6% | +54.5% |
| 1Y | +99.6% | +79.3% | +20.3% | +64.8% |
| All | +99.6% | +76.8% | +22.8% | +64.8% |
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 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