+5.3%
SWKS vs CAKE
+76.5%
-71.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.4% | +4.9% | +1.9% |
| 7D | +6.8% | -4.6% | +11.4% | +7.3% |
| 30D | +11.3% | -6.6% | +17.8% | +12.0% |
| 3M | +4.1% | +52.9% | -48.9% | -3.9% |
| 6M | +39.7% | +65.7% | -26.1% | +25.7% |
| YTD | +23.2% | +107.8% | -84.6% | +5.5% |
| 1Y | +5.3% | +78.5% | -73.2% | -16.1% |
| All | +5.3% | +76.5% | -71.2% | -16.1% |
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