+61.2%
VALE vs CAKE
+76.8%
-15.6%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.6% | -0.3% |
| 7D | +1.6% | -4.0% | +5.6% | +2.0% |
| 30D | +5.1% | +2.4% | +2.7% | +4.8% |
| 3M | -0.4% | +69.0% | -69.4% | -7.4% |
| 6M | -2.2% | +69.3% | -71.5% | -9.4% |
| YTD | +20.5% | +115.8% | -95.2% | +7.6% |
| 1Y | +61.2% | +79.3% | -18.2% | +37.4% |
| All | +61.2% | +76.8% | -15.6% | +37.4% |
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 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