+33.8%
SWKS vs CAKE
+132.7%
-98.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.2% | +5.9% | +2.7% |
| 7D | +10.9% | -3.8% | +14.7% | +10.8% |
| 30D | +17.6% | -5.2% | +22.8% | +17.5% |
| 3M | +29.2% | -9.2% | +38.4% | +31.0% |
| 6M | +37.0% | +76.6% | -39.7% | +21.4% |
| YTD | +44.9% | +113.6% | -68.6% | +18.9% |
| 1Y | +33.8% | +134.3% | -100.5% | +3.8% |
| All | +33.8% | +132.7% | -98.9% | +3.8% |
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