+494.4%
TEAM vs CAKE
+155.4%
+339.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.2% |
| 7D | -5.2% | -4.5% | -0.7% | -4.5% |
| 30D | +15.8% | -12.4% | +28.2% | +18.1% |
| 3M | +101.5% | +37.3% | +64.1% | +89.6% |
| 6M | +138.2% | +70.7% | +67.5% | +114.8% |
| YTD | +10.8% | +106.0% | -95.2% | -4.0% |
| 1Y | +1.7% | +79.7% | -78.0% | -9.8% |
| 3Y | -16.0% | +267.8% | -283.8% | -34.6% |
| 5Y | -52.7% | +159.9% | -212.6% | -62.5% |
| All | +494.4% | +155.4% | +339.0% | +337.9% |
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