+74.5%
UBER vs CAKE
+147.8%
-73.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.4% | +2.8% |
| 7D | -4.5% | -5.6% | +1.1% | -2.8% |
| 30D | -7.6% | -10.5% | +2.9% | -4.7% |
| 3M | +5.8% | +43.6% | -37.9% | -6.2% |
| 6M | +0.3% | +63.0% | -62.8% | -15.1% |
| YTD | -11.2% | +102.9% | -114.1% | -30.3% |
| 1Y | -23.0% | +75.6% | -98.6% | -37.1% |
| 3Y | +53.6% | +257.7% | -204.1% | -3.8% |
| 5Y | +81.9% | +156.0% | -74.1% | +23.0% |
| All | +74.5% | +147.8% | -73.3% | +10.4% |
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 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