+108.3%
V vs CAKE
+173.4%
-65.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.7% | -1.4% | +0.8% |
| 7D | +0.9% | +2.5% | -1.6% | +0.4% |
| 30D | +9.0% | -3.1% | +12.0% | +9.5% |
| 3M | +16.7% | -2.2% | +18.9% | +16.9% |
| 6M | +33.4% | +94.1% | -60.6% | +15.7% |
| YTD | +22.4% | +119.4% | -97.1% | +2.9% |
| 1Y | +27.7% | +141.4% | -113.7% | +5.1% |
| 3Y | +78.0% | +273.6% | -195.6% | +30.9% |
| All | +108.3% | +173.4% | -65.1% | +64.4% |
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