+54.5%
USAR vs CAKE
+209.7%
-155.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.5% | -4.5% | -3.1% |
| 7D | -11.6% | -4.5% | -7.1% | -11.3% |
| 30D | -15.5% | -12.4% | -3.0% | -14.6% |
| 3M | -31.0% | +37.3% | -68.4% | -33.1% |
| 6M | -26.2% | +70.7% | -96.9% | -30.2% |
| YTD | +30.8% | +106.0% | -75.2% | +22.5% |
| 1Y | +7.1% | +79.7% | -72.6% | -0.4% |
| 3Y | +53.0% | +267.8% | -214.8% | +42.7% |
| All | +54.5% | +209.7% | -155.2% | +44.5% |
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