+35.8%
XYZ vs CAKE
+141.9%
-106.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.7% | +0.1% | +2.1% |
| 7D | -1.1% | +2.5% | -3.5% | -1.6% |
| 30D | +11.5% | -3.1% | +14.6% | +12.4% |
| 3M | +1.8% | -2.2% | +4.0% | +2.2% |
| 6M | +21.2% | +94.1% | -72.8% | -1.6% |
| YTD | +29.9% | +119.4% | -89.5% | +2.7% |
| 1Y | +35.8% | +141.4% | -105.6% | +5.5% |
| All | +35.8% | +141.9% | -106.1% | +5.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling