+11,562.6%
TECH vs CAKE
+4,088.6%
+7,474.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.7% | -0.4% |
| 7D | +0.1% | +2.5% | -2.3% | -0.3% |
| 30D | +0.5% | -3.1% | +3.6% | +0.9% |
| 3M | +1.1% | -2.2% | +3.3% | +1.0% |
| 6M | +62.8% | +94.1% | -31.2% | +44.0% |
| YTD | +24.5% | +119.4% | -95.0% | +7.7% |
| 1Y | +20.6% | +141.4% | -120.7% | +2.7% |
| 3Y | +29.5% | +273.6% | -244.1% | +1.9% |
| 5Y | -40.9% | +177.7% | -218.6% | -52.1% |
| 10Y | +189.5% | +131.9% | +57.6% | +120.5% |
| All | +11,562.6% | +4,088.6% | +7,474.1% | +5,853.1% |
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