+0.8%
SWK vs CAKE
+157.8%
-157.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.7% |
| 7D | +0.1% | -1.1% | +1.2% | +0.5% |
| 30D | -8.9% | +0.4% | -9.3% | -9.3% |
| 3M | +20.5% | +59.9% | -39.4% | -0.1% |
| 6M | +27.1% | +75.1% | -48.0% | +1.3% |
| YTD | +30.2% | +115.0% | -84.8% | -4.4% |
| 1Y | +24.8% | +81.6% | -56.9% | -2.5% |
| 3Y | +16.3% | +279.1% | -262.8% | -31.6% |
| 5Y | -40.1% | +170.6% | -210.8% | -62.1% |
| 10Y | +0.8% | +160.3% | -159.5% | -51.3% |
| All | +0.8% | +157.8% | -157.0% | -51.3% |
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