-16.1%
TEAM vs CAKE
+256.2%
-272.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.4% | +3.4% | +1.6% |
| 7D | -7.8% | -5.6% | -2.1% | -6.6% |
| 30D | +16.5% | -10.5% | +27.1% | +19.0% |
| 3M | +96.2% | +43.6% | +52.5% | +76.8% |
| 6M | +130.2% | +63.0% | +67.1% | +99.4% |
| YTD | +10.7% | +102.9% | -92.1% | -11.9% |
| 1Y | +3.0% | +75.6% | -72.6% | -13.9% |
| All | -16.1% | +256.2% | -272.3% | -47.4% |
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