+7,655.1%
TER vs CAKE
+4,088.6%
+3,566.5%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +2.7% | -8.1% | -6.3% |
| 7D | +14.4% | +2.5% | +11.9% | +13.4% |
| 30D | -30.6% | -3.1% | -27.5% | -30.0% |
| 3M | -39.2% | -2.2% | -37.0% | -39.3% |
| 6M | -31.3% | +94.1% | -125.3% | -46.7% |
| YTD | +29.1% | +119.4% | -90.4% | -4.4% |
| 1Y | +47.4% | +141.4% | -93.9% | +5.4% |
| 3Y | +191.2% | +273.6% | -82.3% | +75.5% |
| 5Y | +74.0% | +177.7% | -103.7% | +12.4% |
| 10Y | +1,005.1% | +131.9% | +873.2% | +530.3% |
| All | +7,655.1% | +4,088.6% | +3,566.5% | +1,617.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling