+35.3%
W vs CAKE
+264.8%
-229.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.5% | +2.5% |
| 7D | +5.9% | -4.6% | +10.5% | +9.3% |
| 30D | -3.0% | -6.6% | +3.5% | +0.7% |
| 3M | +40.3% | +52.9% | -12.6% | -2.0% |
| 6M | +32.2% | +65.7% | -33.5% | -14.5% |
| YTD | -0.3% | +107.8% | -108.1% | -47.0% |
| 1Y | +16.2% | +78.5% | -62.3% | -30.5% |
| All | +35.3% | +264.8% | -229.5% | -58.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling