+2.2%
TECH vs CAKE
+256.2%
-254.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.1% | +0.6% |
| 7D | -0.5% | -5.6% | +5.1% | +1.4% |
| 30D | 0.0% | -10.5% | +10.5% | +3.5% |
| 3M | +37.4% | +43.6% | -6.2% | +18.9% |
| 6M | +36.9% | +63.0% | -26.2% | +12.3% |
| YTD | +23.1% | +102.9% | -79.8% | -7.2% |
| 1Y | +42.2% | +75.6% | -33.4% | +12.7% |
| All | +2.2% | +256.2% | -254.0% | -38.4% |
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