+2,125.4%
STRL vs CAKE
+163.4%
+1,961.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +2.0% | -0.5% |
| 7D | +8.2% | -4.6% | +12.8% | +9.6% |
| 30D | -6.3% | -6.6% | +0.3% | -4.8% |
| 3M | -41.2% | +52.9% | -94.1% | -49.1% |
| 6M | +20.4% | +65.7% | -45.4% | +1.3% |
| YTD | +61.7% | +107.8% | -46.1% | +26.5% |
| 1Y | +72.7% | +78.5% | -5.8% | +40.8% |
| 3Y | +530.9% | +266.4% | +264.5% | +303.6% |
| 5Y | +2,125.4% | +159.6% | +1,965.8% | +1,385.0% |
| All | +2,125.4% | +163.4% | +1,961.9% | +1,385.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling