+599.1%
XYZ vs CAKE
+155.4%
+443.7%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.4% |
| 7D | -4.3% | -4.5% | +0.2% | -2.5% |
| 30D | +1.2% | -12.4% | +13.6% | +6.4% |
| 3M | +14.6% | +37.3% | -22.7% | -0.8% |
| 6M | +22.6% | +70.7% | -48.2% | -3.6% |
| YTD | +21.7% | +106.0% | -84.3% | -11.9% |
| 1Y | +6.7% | +79.7% | -72.9% | -18.6% |
| 3Y | +46.8% | +267.8% | -220.9% | -17.8% |
| 5Y | -68.0% | +159.9% | -227.9% | -79.9% |
| All | +599.1% | +155.4% | +443.7% | +261.4% |
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 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