+100.0%
UAL vs CAKE
+151.6%
-51.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | +0.7% |
| 7D | -2.0% | -5.6% | +3.6% | +1.1% |
| 30D | -15.7% | -10.5% | -5.2% | -10.9% |
| 3M | +3.6% | +43.6% | -40.0% | -16.8% |
| 6M | +16.9% | +63.0% | -46.2% | -13.1% |
| YTD | -4.8% | +102.9% | -107.7% | -37.5% |
| 1Y | -0.9% | +75.6% | -76.6% | -30.0% |
| 3Y | +124.5% | +257.7% | -133.2% | +4.9% |
| 5Y | +140.2% | +156.0% | -15.8% | +29.8% |
| All | +100.0% | +151.6% | -51.6% | -13.4% |
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