-62.3%
XYZ vs CAKE
+179.4%
-241.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.4% |
| 7D | -2.2% | -4.7% | +2.5% | +0.9% |
| 30D | +11.6% | +0.9% | +10.7% | +10.9% |
| 3M | +8.4% | -2.7% | +11.1% | +8.9% |
| 6M | +17.2% | +81.2% | -64.0% | -25.5% |
| YTD | +31.7% | +120.6% | -88.9% | -28.6% |
| 1Y | +30.1% | +142.7% | -112.7% | -34.8% |
| 3Y | +66.4% | +283.3% | -216.9% | -47.8% |
| All | -62.3% | +179.4% | -241.6% | -86.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling