+165.0%
W vs CAKE
+202.8%
-37.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.7% |
| 7D | +6.5% | -1.1% | +7.5% | +7.0% |
| 30D | -6.2% | +0.4% | -6.6% | -7.0% |
| 3M | +48.9% | +59.9% | -11.0% | +17.2% |
| 6M | +31.2% | +75.1% | -43.9% | -1.7% |
| YTD | -0.4% | +115.0% | -115.5% | -32.5% |
| 1Y | +14.8% | +81.6% | -66.8% | -16.2% |
| 3Y | +40.5% | +279.1% | -238.6% | -24.5% |
| 5Y | -62.1% | +170.6% | -232.8% | -76.7% |
| 10Y | +141.5% | +160.3% | -18.8% | +19.4% |
| All | +165.0% | +202.8% | -37.8% | +29.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling