+746.4%
TEAM vs CAKE
+175.8%
+570.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.4% | +4.1% | +1.3% |
| 7D | -4.7% | -4.6% | -0.1% | -3.9% |
| 30D | +17.0% | -6.6% | +23.6% | +18.1% |
| 3M | +85.9% | +52.9% | +33.0% | +71.1% |
| 6M | +116.7% | +65.7% | +50.9% | +95.8% |
| YTD | +9.6% | +107.8% | -98.2% | -5.6% |
| 1Y | -2.5% | +78.5% | -81.0% | -13.7% |
| 3Y | -14.0% | +266.4% | -280.4% | -33.6% |
| 5Y | -53.1% | +159.6% | -212.7% | -63.0% |
| 10Y | +502.9% | +156.6% | +346.3% | +328.0% |
| All | +746.4% | +175.8% | +570.6% | +470.5% |
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