+69.4%
USAR vs CAKE
+212.5%
-143.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.4% | 0.0% | -3.1% |
| 7D | -4.4% | -4.6% | +0.1% | -4.0% |
| 30D | -10.4% | -6.6% | -3.8% | -10.0% |
| 3M | -18.4% | +52.9% | -71.3% | -21.7% |
| 6M | -8.8% | +65.7% | -74.6% | -13.6% |
| YTD | +43.4% | +107.8% | -64.4% | +34.1% |
| 1Y | +21.0% | +78.5% | -57.5% | +12.3% |
| 3Y | +67.7% | +266.4% | -198.6% | +56.3% |
| All | +69.4% | +212.5% | -143.1% | +58.3% |
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