-14.5%
Z vs CAKE
+156.6%
-171.2%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.9% | -0.1% | +2.5% |
| 7D | -5.2% | -1.8% | -3.4% | -4.4% |
| 30D | +5.7% | +2.3% | +3.4% | +5.2% |
| 3M | -8.7% | +3.9% | -12.7% | -10.2% |
| 6M | -26.0% | +81.4% | -107.3% | -39.9% |
| YTD | -55.0% | +122.5% | -177.6% | -66.2% |
| 1Y | -58.0% | +138.1% | -196.1% | -69.2% |
| 3Y | -15.2% | +288.0% | -303.2% | -48.1% |
| 5Y | -53.8% | +174.9% | -228.7% | -69.4% |
| 10Y | -14.5% | +144.3% | -158.8% | -57.8% |
| All | -14.5% | +156.6% | -171.2% | -57.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling