+91.7%
USB vs CAKE
+148.9%
-57.1%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.6% | +3.1% | +0.6% |
| 7D | 0.0% | -5.2% | +5.2% | +1.7% |
| 30D | +5.8% | -0.2% | +6.1% | +5.7% |
| 3M | -6.0% | -0.2% | -5.7% | -6.6% |
| 6M | +7.8% | +77.5% | -69.7% | -12.1% |
| YTD | +14.6% | +114.1% | -99.5% | -12.7% |
| 1Y | +31.8% | +131.6% | -99.8% | -2.3% |
| 3Y | +91.5% | +271.4% | -179.9% | +18.8% |
| 5Y | +22.0% | +157.5% | -135.5% | -18.4% |
| All | +91.7% | +148.9% | -57.1% | -3.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling