+78.9%
UBER vs CAKE
+157.8%
-78.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.8% |
| 7D | -5.4% | -4.5% | -0.9% | -3.7% |
| 30D | -4.9% | -12.4% | +7.5% | 0.0% |
| 3M | +3.0% | +37.3% | -34.3% | -10.3% |
| 6M | -4.4% | +70.7% | -75.1% | -24.7% |
| YTD | -12.3% | +106.0% | -118.3% | -37.0% |
| 1Y | -24.3% | +79.7% | -104.0% | -42.7% |
| 3Y | +46.4% | +267.8% | -221.3% | -27.8% |
| All | +78.9% | +157.8% | -78.9% | +0.1% |
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 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