-5.8%
Z vs CAKE
+157.8%
-163.6%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.3% | -6.1% | -6.3% |
| 7D | -3.3% | -1.1% | -2.2% | -2.9% |
| 30D | -3.7% | +0.4% | -4.1% | -4.3% |
| 3M | -7.0% | +59.9% | -66.9% | -21.1% |
| 6M | -29.5% | +75.1% | -104.6% | -42.3% |
| YTD | -52.6% | +115.0% | -167.6% | -64.0% |
| 1Y | -64.0% | +81.6% | -145.6% | -71.2% |
| 3Y | -36.4% | +279.1% | -315.5% | -60.9% |
| 5Y | -65.8% | +170.6% | -236.4% | -77.3% |
| 10Y | -5.8% | +160.3% | -166.1% | -53.8% |
| All | -5.8% | +157.8% | -163.6% | -53.8% |
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