+305.5%
USFD vs CAKE
+155.4%
+150.1%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.3% | -1.4% |
| 7D | -8.4% | -4.5% | -3.8% | -6.6% |
| 30D | -14.1% | -12.4% | -1.6% | -9.4% |
| 3M | +4.5% | +37.3% | -32.8% | -9.4% |
| 6M | +4.4% | +70.7% | -66.3% | -18.1% |
| YTD | +26.6% | +106.0% | -79.4% | -9.2% |
| 1Y | +19.4% | +79.7% | -60.3% | -9.8% |
| 3Y | +144.6% | +267.8% | -123.2% | +28.0% |
| 5Y | +194.5% | +159.9% | +34.6% | +71.6% |
| All | +305.5% | +155.4% | +150.1% | +86.5% |
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