+69.6%
V vs CAKE
+152.3%
-82.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.3% | +0.4% |
| 7D | -3.0% | -5.6% | +2.6% | -1.9% |
| 30D | +1.2% | -10.5% | +11.7% | +3.3% |
| 3M | +13.9% | +43.6% | -29.7% | +5.2% |
| 6M | +17.2% | +63.0% | -45.8% | +5.1% |
| YTD | +5.3% | +102.9% | -97.6% | -10.2% |
| 1Y | +9.5% | +75.6% | -66.2% | -4.0% |
| 3Y | +51.9% | +257.7% | -205.8% | +11.7% |
| 5Y | +69.6% | +156.0% | -86.4% | +30.8% |
| All | +69.6% | +152.3% | -82.7% | +30.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling