+379.1%
V vs CAKE
+155.4%
+223.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.6% |
| 7D | -1.2% | -4.5% | +3.3% | -0.3% |
| 30D | +3.1% | -12.4% | +15.5% | +5.8% |
| 3M | +16.3% | +37.3% | -21.0% | +8.3% |
| 6M | +20.4% | +70.7% | -50.3% | +6.6% |
| YTD | +6.3% | +106.0% | -99.7% | -9.8% |
| 1Y | +8.7% | +79.7% | -70.9% | -5.3% |
| 3Y | +53.3% | +267.8% | -214.5% | +12.2% |
| 5Y | +71.1% | +159.9% | -88.8% | +30.5% |
| All | +379.1% | +155.4% | +223.7% | +197.2% |
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 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