+7,701.4%
URI vs CAKE
+2,258.6%
+5,442.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.7% | -4.0% | -2.4% |
| 7D | +6.7% | +2.5% | +4.2% | +5.7% |
| 30D | +8.9% | -3.1% | +11.9% | +9.9% |
| 3M | +0.5% | -2.2% | +2.7% | +0.6% |
| 6M | +20.7% | +94.1% | -73.4% | -11.3% |
| YTD | +40.0% | +119.4% | -79.4% | -3.3% |
| 1Y | +34.4% | +141.4% | -107.0% | -11.2% |
| 3Y | +149.5% | +273.6% | -124.1% | +31.5% |
| 5Y | +205.6% | +177.7% | +27.9% | +74.4% |
| 10Y | +1,183.1% | +131.9% | +1,051.2% | +551.8% |
| All | +7,701.4% | +2,258.6% | +5,442.7% | +1,580.4% |
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