+5,016.6%
USB vs CAKE
+4,076.7%
+939.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +0.1% |
| 7D | +1.4% | -1.0% | +2.5% | +1.7% |
| 30D | +6.4% | +0.6% | +5.8% | +6.1% |
| 3M | -4.5% | -1.6% | -2.9% | -4.6% |
| 6M | +11.4% | +78.3% | -66.9% | -6.0% |
| YTD | +17.1% | +118.8% | -101.7% | -6.9% |
| 1Y | +32.6% | +140.3% | -107.7% | +2.6% |
| 3Y | +101.8% | +280.3% | -178.4% | +35.8% |
| 5Y | +25.1% | +171.9% | -146.8% | -11.3% |
| 10Y | +84.9% | +135.1% | -50.2% | +21.3% |
| All | +5,016.6% | +4,076.7% | +939.9% | +1,882.6% |
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