+199.9%
TER vs CAKE
+76.8%
+123.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.4% | +5.1% | +5.4% |
| 7D | +0.6% | -4.0% | +4.6% | +1.1% |
| 30D | -8.3% | +2.4% | -10.7% | -8.8% |
| 3M | -12.2% | +69.0% | -81.2% | -21.5% |
| 6M | +17.1% | +69.3% | -52.2% | +3.1% |
| YTD | +84.7% | +115.8% | -31.1% | +62.4% |
| 1Y | +199.9% | +79.3% | +120.6% | +148.8% |
| All | +199.9% | +76.8% | +123.2% | +148.8% |
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