+3,343.4%
STX vs CAKE
+155.4%
+3,188.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.5% | -5.3% | -4.1% |
| 7D | -2.3% | -4.5% | +2.3% | -1.1% |
| 30D | -5.5% | -12.4% | +7.0% | -2.4% |
| 3M | -4.3% | +37.3% | -41.6% | -12.7% |
| 6M | +115.6% | +70.7% | +44.9% | +85.1% |
| YTD | +202.2% | +106.0% | +96.2% | +147.1% |
| 1Y | +325.3% | +79.7% | +245.6% | +257.8% |
| 3Y | +1,283.9% | +267.8% | +1,016.1% | +843.7% |
| 5Y | +1,048.3% | +159.9% | +888.4% | +726.2% |
| All | +3,343.4% | +155.4% | +3,188.0% | +2,064.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling