+61.6%
STRL vs CAKE
+78.0%
-16.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.5% | +3.9% | +5.3% |
| 7D | +5.0% | -4.5% | +9.6% | +5.2% |
| 30D | -6.9% | -12.4% | +5.5% | -6.6% |
| 3M | -39.1% | +37.3% | -76.4% | -41.9% |
| 6M | +21.5% | +70.7% | -49.2% | +7.9% |
| YTD | +66.9% | +106.0% | -39.1% | +49.6% |
| 1Y | +61.6% | +79.7% | -18.0% | +41.6% |
| All | +61.6% | +78.0% | -16.4% | +41.6% |
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