+539.5%
STRL vs CAKE
+264.8%
+274.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +2.0% | -0.5% |
| 7D | +8.2% | -4.6% | +12.8% | +9.5% |
| 30D | -6.3% | -6.6% | +0.3% | -4.9% |
| 3M | -41.2% | +52.9% | -94.1% | -49.7% |
| 6M | +20.4% | +65.7% | -45.4% | -0.7% |
| YTD | +61.7% | +107.8% | -46.1% | +22.8% |
| 1Y | +72.7% | +78.5% | -5.8% | +38.0% |
| All | +539.5% | +264.8% | +274.7% | +261.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling