+1,482.9%
T vs CAKE
+3,866.7%
-2,383.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.4% | +1.6% | -1.3% |
| 7D | -3.1% | -4.6% | +1.5% | -2.4% |
| 30D | +4.6% | -6.6% | +11.1% | +5.5% |
| 3M | +12.2% | +52.9% | -40.7% | +5.2% |
| 6M | -6.5% | +65.7% | -72.2% | -13.6% |
| YTD | +4.9% | +107.8% | -102.9% | -6.5% |
| 1Y | -10.5% | +78.5% | -89.0% | -18.6% |
| 3Y | +104.6% | +266.4% | -161.8% | +64.0% |
| 5Y | +64.2% | +159.6% | -95.4% | +35.1% |
| 10Y | +68.4% | +156.6% | -88.2% | +27.8% |
| All | +1,482.9% | +3,866.7% | -2,383.8% | +711.7% |
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 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