+70.3%
T vs CAKE
+155.4%
-85.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.5% | +0.5% | +1.8% |
| 7D | +1.5% | -4.5% | +6.0% | +2.2% |
| 30D | +7.5% | -12.4% | +19.9% | +9.5% |
| 3M | +14.8% | +37.3% | -22.5% | +9.0% |
| 6M | -1.7% | +70.7% | -72.5% | -10.2% |
| YTD | +8.7% | +106.0% | -97.3% | -3.8% |
| 1Y | -7.5% | +79.7% | -87.1% | -16.5% |
| 3Y | +110.2% | +267.8% | -157.5% | +64.0% |
| 5Y | +71.6% | +159.9% | -88.2% | +38.3% |
| All | +70.3% | +155.4% | -85.2% | +14.7% |
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 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