+64.8%
XYZ vs CAKE
+284.2%
-219.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.2% |
| 7D | -2.2% | -4.7% | +2.5% | -0.1% |
| 30D | +11.6% | +0.9% | +10.7% | +11.3% |
| 3M | +8.4% | -2.7% | +11.1% | +9.0% |
| 6M | +17.2% | +81.2% | -64.0% | -13.8% |
| YTD | +31.7% | +120.6% | -88.9% | -13.3% |
| 1Y | +30.1% | +142.7% | -112.7% | -19.0% |
| All | +64.8% | +284.2% | -219.4% | -24.3% |
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