+96.5%
STM vs CAKE
+147.7%
-51.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +4.7% | -10.7% | -6.5% |
| 7D | -6.0% | +9.1% | -15.2% | -6.9% |
| 30D | -20.9% | +5.8% | -26.8% | -21.5% |
| 3M | -15.8% | +9.3% | -25.1% | -17.0% |
| 6M | -17.0% | +96.1% | -113.2% | -28.7% |
| YTD | +76.8% | +131.4% | -54.6% | +37.5% |
| 1Y | +96.5% | +146.1% | -49.6% | +47.1% |
| All | +96.5% | +147.7% | -51.2% | +47.1% |
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