+382,443.6%
SU vs CAKE
+3,831.8%
+378,611.8%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.7% | -0.4% |
| 7D | +2.2% | -4.5% | +6.8% | +3.1% |
| 30D | +8.4% | -12.4% | +20.9% | +11.1% |
| 3M | +12.1% | +37.3% | -25.3% | +4.5% |
| 6M | +19.7% | +70.7% | -51.0% | +6.1% |
| YTD | +58.4% | +106.0% | -47.6% | +34.7% |
| 1Y | +67.2% | +79.7% | -12.4% | +45.7% |
| 3Y | +125.0% | +267.8% | -142.7% | +65.3% |
| 5Y | +355.1% | +159.9% | +195.2% | +245.9% |
| 10Y | +263.7% | +154.3% | +109.3% | +155.5% |
| All | +382,443.6% | +3,831.8% | +378,611.8% | +162,859.1% |
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 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