+3,667.9%
STRL vs CAKE
+131.7%
+3,536.2%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.7% | -5.8% | -3.9% |
| 7D | +15.7% | +2.5% | +13.2% | +14.8% |
| 30D | -35.5% | -3.1% | -32.4% | -35.2% |
| 3M | -47.1% | -2.2% | -44.9% | -47.3% |
| 6M | -65.8% | +94.1% | -159.8% | -73.4% |
| YTD | -4.5% | +119.4% | -124.0% | -29.2% |
| 1Y | -10.5% | +141.4% | -151.9% | -36.0% |
| 3Y | +340.6% | +273.6% | +67.0% | +163.7% |
| 5Y | +911.0% | +177.7% | +733.4% | +536.4% |
| All | +3,667.9% | +131.7% | +3,536.2% | +1,900.3% |
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