+16,706.2%
STX vs CAKE
+500.4%
+16,205.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.3% | -0.9% |
| 7D | +9.6% | -4.6% | +14.1% | +11.3% |
| 30D | +10.6% | -6.6% | +17.2% | +12.9% |
| 3M | +4.8% | +52.9% | -48.1% | -10.4% |
| 6M | +137.3% | +65.7% | +71.5% | +96.4% |
| YTD | +222.5% | +107.8% | +114.7% | +147.2% |
| 1Y | +366.2% | +78.5% | +287.7% | +272.5% |
| 3Y | +1,352.9% | +266.4% | +1,086.5% | +777.7% |
| 5Y | +1,077.4% | +159.6% | +917.8% | +662.7% |
| 10Y | +3,621.5% | +156.6% | +3,464.9% | +1,906.9% |
| All | +16,706.2% | +500.4% | +16,205.8% | +5,022.0% |
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 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