+155.2%
W vs CAKE
+155.4%
-0.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +0.4% |
| 7D | -0.9% | -4.5% | +3.7% | +1.3% |
| 30D | -4.2% | -12.4% | +8.2% | +1.5% |
| 3M | +26.9% | +37.3% | -10.4% | +6.9% |
| 6M | +31.2% | +70.7% | -39.5% | -1.0% |
| YTD | -1.8% | +106.0% | -107.8% | -32.5% |
| 1Y | +9.3% | +79.7% | -70.3% | -20.3% |
| 3Y | +33.2% | +267.8% | -234.6% | -28.1% |
| 5Y | -62.4% | +159.9% | -222.3% | -76.7% |
| All | +155.2% | +155.4% | -0.2% | +22.6% |
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 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