+164.5%
USFD vs CAKE
+273.8%
-109.3%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | -3.3% | -1.1% | -2.3% | -3.1% |
| 30D | -5.3% | +0.4% | -5.7% | -5.6% |
| 3M | +18.8% | +59.9% | -41.1% | +5.6% |
| 6M | +14.3% | +75.1% | -60.8% | -1.0% |
| YTD | +36.9% | +115.0% | -78.2% | +11.3% |
| 1Y | +31.7% | +81.6% | -49.9% | +12.1% |
| 3Y | +164.5% | +279.1% | -114.6% | +70.2% |
| All | +164.5% | +273.8% | -109.3% | +70.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling