-53.6%
Z vs CAKE
+147.7%
-201.3%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +4.7% | +4.7% | +8.8% |
| 7D | +10.2% | +9.1% | +1.0% | +9.0% |
| 30D | +23.7% | +5.8% | +17.8% | +22.9% |
| 3M | -6.6% | +9.3% | -15.9% | -8.0% |
| 6M | -23.0% | +96.1% | -119.1% | -28.9% |
| YTD | -50.3% | +131.4% | -181.7% | -55.9% |
| 1Y | -53.6% | +146.1% | -199.6% | -60.6% |
| All | -53.6% | +147.7% | -201.3% | -60.6% |
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