+2,828.4%
SYY vs CAKE
+3,831.8%
-1,003.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +0.8% |
| 7D | +3.9% | -4.5% | +8.5% | +4.9% |
| 30D | -1.7% | -12.4% | +10.7% | +0.7% |
| 3M | +5.2% | +37.3% | -32.2% | -1.6% |
| 6M | -0.2% | +70.7% | -70.9% | -10.9% |
| YTD | +15.4% | +106.0% | -90.6% | -1.0% |
| 1Y | +5.6% | +79.7% | -74.1% | -7.2% |
| 3Y | +28.9% | +267.8% | -238.9% | -3.7% |
| 5Y | +24.1% | +159.9% | -135.8% | -3.1% |
| 10Y | +116.2% | +154.3% | -38.1% | +57.6% |
| All | +2,828.4% | +3,831.8% | -1,003.4% | +1,368.6% |
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