+89.2%
USB vs CAKE
+156.6%
-67.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.9% | -1.4% | +1.3% |
| 7D | +0.8% | -1.8% | +2.5% | +1.3% |
| 30D | +6.8% | +2.3% | +4.5% | +5.8% |
| 3M | -3.8% | +3.9% | -7.7% | -5.7% |
| 6M | +11.7% | +81.4% | -69.6% | -9.4% |
| YTD | +17.5% | +122.5% | -105.1% | -11.6% |
| 1Y | +33.8% | +138.1% | -104.4% | -1.7% |
| 3Y | +104.2% | +288.0% | -183.8% | +25.1% |
| 5Y | +26.4% | +174.9% | -148.4% | -17.2% |
| 10Y | +89.2% | +144.3% | -55.1% | -3.3% |
| All | +89.2% | +156.6% | -67.4% | -3.3% |
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 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