+250.1%
SYF vs CAKE
+155.4%
+94.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.1% |
| 7D | -4.9% | -4.5% | -0.4% | -3.0% |
| 30D | -4.3% | -12.4% | +8.1% | +1.1% |
| 3M | +5.5% | +37.3% | -31.8% | -9.6% |
| 6M | +17.5% | +70.7% | -53.2% | -9.4% |
| YTD | -7.8% | +106.0% | -113.8% | -35.1% |
| 1Y | +1.6% | +79.7% | -78.0% | -24.3% |
| 3Y | +154.8% | +267.8% | -113.0% | +34.4% |
| 5Y | +79.5% | +159.9% | -80.4% | +4.9% |
| All | +250.1% | +155.4% | +94.7% | +53.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling