+16,185.3%
UNH vs CAKE
+3,772.9%
+12,412.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.1% | -0.8% |
| 7D | -3.2% | -5.6% | +2.5% | -2.2% |
| 30D | -3.5% | -10.5% | +7.1% | -1.7% |
| 3M | -4.2% | +43.6% | -47.8% | -10.1% |
| 6M | +38.3% | +63.0% | -24.7% | +26.6% |
| YTD | +19.2% | +102.9% | -83.7% | +5.0% |
| 1Y | +15.0% | +75.6% | -60.7% | +3.6% |
| 3Y | -14.5% | +257.7% | -272.2% | -33.3% |
| 5Y | +4.6% | +156.0% | -151.4% | -16.6% |
| 10Y | +241.1% | +150.5% | +90.6% | +146.8% |
| All | +16,185.3% | +3,772.9% | +12,412.4% | +7,005.4% |
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