+43.2%
TER vs CAKE
+147.7%
-104.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +4.7% | -11.5% | -7.6% |
| 7D | -19.9% | +9.1% | -29.0% | -21.3% |
| 30D | -43.5% | +5.8% | -49.4% | -44.2% |
| 3M | -37.8% | +9.3% | -47.1% | -39.3% |
| 6M | -25.6% | +96.1% | -121.7% | -42.9% |
| YTD | +29.8% | +131.4% | -101.6% | -8.5% |
| 1Y | +43.2% | +146.1% | -102.9% | -1.5% |
| All | +43.2% | +147.7% | -104.5% | -1.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling