+60.5%
SWKS vs CAKE
+155.4%
-94.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.5% | +3.6% | +4.7% |
| 7D | +19.4% | -4.5% | +23.9% | +20.9% |
| 30D | +26.8% | -12.4% | +39.2% | +31.4% |
| 3M | +21.5% | +37.3% | -15.9% | +9.3% |
| 6M | +61.0% | +70.7% | -9.7% | +34.7% |
| YTD | +42.2% | +106.0% | -63.8% | +12.0% |
| 1Y | +22.1% | +79.7% | -57.5% | -0.1% |
| 3Y | -0.9% | +267.8% | -268.6% | -35.6% |
| 5Y | -42.6% | +159.9% | -202.5% | -60.2% |
| All | +60.5% | +155.4% | -94.9% | -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 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