+3,341.8%
V vs CAKE
+586.5%
+2,755.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.7% | -1.4% | +0.6% |
| 7D | +0.9% | +2.5% | -1.6% | +0.2% |
| 30D | +9.0% | -3.1% | +12.0% | +9.7% |
| 3M | +16.7% | -2.2% | +18.9% | +16.9% |
| 6M | +33.4% | +94.1% | -60.6% | +10.9% |
| YTD | +22.4% | +119.4% | -97.1% | -2.2% |
| 1Y | +27.7% | +141.4% | -113.7% | -0.7% |
| 3Y | +78.0% | +273.6% | -195.6% | +19.6% |
| 5Y | +108.5% | +177.7% | -69.2% | +45.6% |
| 10Y | +459.0% | +131.9% | +327.2% | +249.3% |
| All | +3,341.8% | +586.5% | +2,755.3% | +1,104.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling