+338.3%
SU vs CAKE
+157.8%
+180.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.7% | -0.3% |
| 7D | +2.2% | -4.5% | +6.8% | +2.7% |
| 30D | +8.4% | -12.4% | +20.9% | +9.9% |
| 3M | +12.1% | +37.3% | -25.3% | +7.7% |
| 6M | +19.7% | +70.7% | -51.0% | +11.7% |
| YTD | +58.4% | +106.0% | -47.6% | +43.8% |
| 1Y | +67.2% | +79.7% | -12.4% | +54.4% |
| 3Y | +125.0% | +267.8% | -142.7% | +86.5% |
| All | +338.3% | +157.8% | +180.5% | +273.1% |
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 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