+1,058.1%
SWK vs CAKE
+4,018.7%
-2,960.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | -0.4% | -4.0% | +3.6% | +0.7% |
| 30D | -5.7% | +2.4% | -8.2% | -6.6% |
| 3M | +24.1% | +69.0% | -44.9% | +5.8% |
| 6M | +24.7% | +69.3% | -44.6% | +6.0% |
| YTD | +33.9% | +115.8% | -81.8% | +5.8% |
| 1Y | +34.7% | +79.3% | -44.7% | +12.1% |
| 3Y | +15.3% | +262.0% | -246.8% | -22.0% |
| 5Y | -39.3% | +165.7% | -204.9% | -56.7% |
| 10Y | +2.5% | +158.9% | -156.4% | -34.6% |
| All | +1,058.1% | +4,018.7% | -2,960.6% | +360.0% |
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