+18.9%
UL vs CAKE
+157.8%
-138.9%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | +0.5% |
| 7D | -3.4% | -4.5% | +1.1% | -2.9% |
| 30D | +0.5% | -12.4% | +12.9% | +1.8% |
| 3M | +7.2% | +37.3% | -30.1% | +3.4% |
| 6M | -3.1% | +70.7% | -73.8% | -8.8% |
| YTD | -2.7% | +106.0% | -108.7% | -10.4% |
| 1Y | -10.2% | +79.7% | -89.9% | -16.3% |
| 3Y | +20.3% | +267.8% | -247.5% | +1.1% |
| All | +18.9% | +157.8% | -138.9% | +0.8% |
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