+106.1%
T vs CAKE
+256.2%
-150.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +1.7% |
| 7D | -2.4% | -5.6% | +3.2% | -2.3% |
| 30D | +4.3% | -10.5% | +14.8% | +4.6% |
| 3M | +11.6% | +43.6% | -32.1% | +10.3% |
| 6M | -5.6% | +63.0% | -68.6% | -7.1% |
| YTD | +6.6% | +102.9% | -96.3% | +3.7% |
| 1Y | -8.4% | +75.6% | -84.0% | -10.4% |
| All | +106.1% | +256.2% | -150.1% | +85.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling