+6,906.6%
STRL vs CAKE
+151.6%
+6,755.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.3% | -1.3% |
| 7D | +5.4% | -5.6% | +11.0% | +7.4% |
| 30D | -9.0% | -10.5% | +1.5% | -5.9% |
| 3M | -37.1% | +43.6% | -80.7% | -45.3% |
| 6M | +17.8% | +63.0% | -45.2% | -2.4% |
| YTD | +58.3% | +102.9% | -44.6% | +21.2% |
| 1Y | +61.0% | +75.6% | -14.6% | +28.5% |
| 3Y | +517.8% | +257.7% | +260.1% | +276.2% |
| 5Y | +2,119.0% | +156.0% | +1,963.0% | +1,335.8% |
| All | +6,906.6% | +151.6% | +6,755.1% | +3,560.3% |
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