+13.4%
YUM vs CAKE
+147.7%
-134.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.7% | +1.2% | +5.1% |
| 7D | +10.8% | +9.1% | +1.6% | +9.1% |
| 30D | +21.4% | +5.8% | +15.6% | +20.2% |
| 3M | +13.2% | +9.3% | +3.9% | +11.4% |
| 6M | +8.8% | +96.1% | -87.3% | -2.5% |
| YTD | +11.5% | +131.4% | -119.9% | -5.8% |
| 1Y | +13.4% | +146.1% | -132.7% | -6.7% |
| All | +13.4% | +147.7% | -134.3% | -6.7% |
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