+1,851.9%
TER vs CAKE
+155.4%
+1,696.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.1% | +2.1% |
| 7D | +6.4% | -4.5% | +10.9% | +7.9% |
| 30D | -5.7% | -12.4% | +6.8% | -2.1% |
| 3M | -0.4% | +37.3% | -37.7% | -11.0% |
| 6M | +25.8% | +70.7% | -44.9% | +4.4% |
| YTD | +96.4% | +106.0% | -9.6% | +53.6% |
| 1Y | +229.2% | +79.7% | +149.6% | +166.8% |
| 3Y | +288.1% | +267.8% | +20.3% | +149.9% |
| 5Y | +219.9% | +159.9% | +60.0% | +120.5% |
| All | +1,851.9% | +155.4% | +1,696.5% | +995.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling