+11,996.1%
SWKS vs CAKE
+4,148.1%
+7,848.0%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.9% | -3.2% | -0.3% |
| 7D | -2.7% | -1.8% | -1.0% | -2.4% |
| 30D | +8.5% | +2.3% | +6.2% | +7.5% |
| 3M | +17.3% | +3.9% | +13.4% | +14.6% |
| 6M | +25.1% | +81.4% | -56.3% | +3.1% |
| YTD | +33.3% | +122.5% | -89.2% | +3.2% |
| 1Y | +22.9% | +138.1% | -115.2% | -6.8% |
| 3Y | +5.5% | +288.0% | -282.5% | -31.4% |
| 5Y | -41.9% | +174.9% | -216.8% | -59.5% |
| 10Y | +32.4% | +144.3% | -111.8% | -17.6% |
| All | +11,996.1% | +4,148.1% | +7,848.0% | +4,551.7% |
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