-42.9%
TECH vs CAKE
+152.3%
-195.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.1% | +0.5% |
| 7D | -0.5% | -5.6% | +5.1% | +1.3% |
| 30D | 0.0% | -10.5% | +10.5% | +3.3% |
| 3M | +37.4% | +43.6% | -6.2% | +20.4% |
| 6M | +36.9% | +63.0% | -26.2% | +14.4% |
| YTD | +23.1% | +102.9% | -79.8% | -4.7% |
| 1Y | +42.2% | +75.6% | -33.4% | +15.2% |
| 3Y | +1.9% | +257.7% | -255.8% | -35.5% |
| 5Y | -42.9% | +156.0% | -198.9% | -63.4% |
| All | -42.9% | +152.3% | -195.2% | -63.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling