+105.9%
USB vs CAKE
+157.8%
-51.9%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.0% | -1.3% |
| 7D | +2.1% | -1.1% | +3.2% | +2.4% |
| 30D | -2.3% | +0.4% | -2.7% | -2.7% |
| 3M | +13.9% | +59.9% | -46.1% | -3.1% |
| 6M | +21.6% | +75.1% | -53.5% | -0.1% |
| YTD | +19.3% | +115.0% | -95.7% | -8.7% |
| 1Y | +33.6% | +81.6% | -48.0% | +7.6% |
| 3Y | +97.7% | +279.1% | -181.4% | +22.6% |
| 5Y | +40.4% | +170.6% | -130.2% | -7.6% |
| 10Y | +105.9% | +160.3% | -54.4% | +7.3% |
| All | +105.9% | +157.8% | -51.9% | +7.3% |
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