+24.8%
USAR vs CAKE
+76.8%
-52.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.8% | -0.6% |
| 7D | -2.1% | -4.0% | +1.9% | -0.8% |
| 30D | +2.6% | +2.4% | +0.2% | +1.5% |
| 3M | -35.0% | +69.0% | -104.0% | -48.8% |
| 6M | -6.9% | +69.3% | -76.2% | -27.4% |
| YTD | +48.0% | +115.8% | -67.8% | -2.7% |
| 1Y | +24.8% | +79.3% | -54.5% | -4.1% |
| All | +24.8% | +76.8% | -52.0% | -4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling