+288.1%
TER vs CAKE
+261.6%
+26.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.1% | +2.0% |
| 7D | +6.4% | -4.5% | +10.9% | +8.1% |
| 30D | -5.7% | -12.4% | +6.8% | -1.4% |
| 3M | -0.4% | +37.3% | -37.7% | -13.7% |
| 6M | +25.8% | +70.7% | -44.9% | -1.4% |
| YTD | +96.4% | +106.0% | -9.6% | +42.2% |
| 1Y | +229.2% | +79.7% | +149.6% | +150.8% |
| 3Y | +288.1% | +267.8% | +20.3% | +122.7% |
| All | +288.1% | +261.6% | +26.5% | +122.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling