+340.6%
STRL vs CAKE
+282.2%
+58.4%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.7% | -5.8% | -3.7% |
| 7D | +15.7% | +2.5% | +13.2% | +15.0% |
| 30D | -35.5% | -3.1% | -32.4% | -35.1% |
| 3M | -47.1% | -2.2% | -44.9% | -47.2% |
| 6M | -65.8% | +94.1% | -159.8% | -73.2% |
| YTD | -4.5% | +119.4% | -124.0% | -28.5% |
| 1Y | -10.5% | +141.4% | -151.9% | -35.4% |
| 3Y | +340.6% | +273.6% | +67.0% | +154.5% |
| All | +340.6% | +282.2% | +58.4% | +154.5% |
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