+10,709.5%
SWKS vs CAKE
+4,018.7%
+6,690.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.4% | +3.2% | +3.4% |
| 7D | +12.5% | -4.0% | +16.5% | +13.8% |
| 30D | +10.5% | +2.4% | +8.1% | +9.4% |
| 3M | -7.4% | +69.0% | -76.4% | -21.2% |
| 6M | +32.7% | +69.3% | -36.6% | +12.4% |
| YTD | +19.2% | +115.8% | -96.6% | -6.1% |
| 1Y | +2.4% | +79.3% | -77.0% | -15.2% |
| 3Y | -25.6% | +262.0% | -287.6% | -50.4% |
| 5Y | -53.4% | +165.7% | -219.1% | -67.1% |
| 10Y | +23.2% | +158.9% | -135.7% | -24.0% |
| All | +10,709.5% | +4,018.7% | +6,690.9% | +4,133.3% |
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