+18.9%
SWKS vs CAKE
+147.7%
-128.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +4.7% | -7.6% | -2.8% |
| 7D | -4.9% | +9.1% | -14.1% | -4.8% |
| 30D | -1.2% | +5.8% | -7.0% | -1.1% |
| 3M | +24.2% | +9.3% | +14.8% | +24.2% |
| 6M | +21.5% | +96.1% | -74.6% | +6.2% |
| YTD | +33.5% | +131.4% | -97.9% | +8.2% |
| 1Y | +18.9% | +146.1% | -127.1% | -7.4% |
| All | +18.9% | +147.7% | -128.8% | -7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling