+211.9%
TER vs CAKE
+152.3%
+59.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.2% | -2.6% |
| 7D | +9.4% | -5.6% | +15.0% | +11.8% |
| 30D | -2.4% | -10.5% | +8.1% | +1.4% |
| 3M | +6.5% | +43.6% | -37.1% | -9.6% |
| 6M | +23.2% | +63.0% | -39.9% | -1.7% |
| YTD | +91.5% | +102.9% | -11.4% | +39.4% |
| 1Y | +214.8% | +75.6% | +139.2% | +141.2% |
| 3Y | +275.3% | +257.7% | +17.6% | +110.1% |
| 5Y | +211.9% | +156.0% | +55.9% | +83.2% |
| All | +211.9% | +152.3% | +59.6% | +83.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling