+3.7%
VALE vs CAKE
+147.7%
-144.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.7% | -0.6% | +3.6% |
| 7D | -0.3% | +9.1% | -9.5% | -1.2% |
| 30D | -19.2% | +5.8% | -25.1% | -19.7% |
| 3M | -20.7% | +9.3% | -30.1% | -21.6% |
| 6M | -25.8% | +96.1% | -121.9% | -34.5% |
| YTD | -9.8% | +131.4% | -141.2% | -24.5% |
| 1Y | +3.7% | +146.1% | -142.4% | -15.2% |
| All | +3.7% | +147.7% | -144.0% | -15.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling