+27,699.4%
STRL vs CAKE
+4,018.7%
+23,680.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.4% | +5.4% | +5.7% |
| 7D | +3.4% | -4.0% | +7.4% | +4.3% |
| 30D | -9.2% | +2.4% | -11.7% | -9.9% |
| 3M | -51.0% | +69.0% | -120.0% | -57.0% |
| 6M | +15.8% | +69.3% | -53.5% | +1.7% |
| YTD | +58.9% | +115.8% | -56.9% | +31.8% |
| 1Y | +68.5% | +79.3% | -10.8% | +45.0% |
| 3Y | +485.2% | +262.0% | +223.2% | +326.4% |
| 5Y | +2,005.1% | +165.7% | +1,839.4% | +1,491.3% |
| 10Y | +7,118.0% | +158.9% | +6,959.1% | +4,933.2% |
| All | +27,699.4% | +4,018.7% | +23,680.8% | +15,918.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling