+11,978.6%
SWKS vs CAKE
+4,076.7%
+7,901.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.5% | +0.3% |
| 7D | -3.1% | -1.0% | -2.1% | -3.0% |
| 30D | +8.3% | +0.6% | +7.7% | +7.8% |
| 3M | +20.2% | -1.6% | +21.9% | +19.3% |
| 6M | +24.9% | +78.3% | -53.4% | +3.5% |
| YTD | +33.2% | +118.8% | -85.7% | +3.6% |
| 1Y | +23.6% | +140.3% | -116.8% | -6.6% |
| 3Y | +1.3% | +280.3% | -279.0% | -33.8% |
| 5Y | -40.6% | +171.9% | -212.5% | -58.4% |
| 10Y | +35.3% | +135.1% | -99.8% | -14.9% |
| All | +11,978.6% | +4,076.7% | +7,901.9% | +4,566.8% |
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 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