+489.2%
VALE vs CAKE
+155.4%
+333.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.7% |
| 7D | -0.3% | -4.5% | +4.3% | +0.7% |
| 30D | +8.6% | -12.4% | +21.1% | +11.6% |
| 3M | +2.0% | +37.3% | -35.4% | -5.4% |
| 6M | +2.1% | +70.7% | -68.6% | -10.1% |
| YTD | +20.2% | +106.0% | -85.8% | +1.4% |
| 1Y | +55.2% | +79.7% | -24.5% | +34.4% |
| 3Y | +45.9% | +267.8% | -221.9% | +5.2% |
| 5Y | +41.4% | +159.9% | -118.5% | +5.9% |
| All | +489.2% | +155.4% | +333.8% | +276.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling