-15.6%
Z vs CAKE
+131.7%
-147.3%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.7% | +0.7% | +2.6% |
| 7D | +0.8% | +2.5% | -1.6% | +0.1% |
| 30D | +5.2% | -3.1% | +8.2% | +6.5% |
| 3M | -17.0% | -2.2% | -14.8% | -16.5% |
| 6M | -22.7% | +94.1% | -116.7% | -38.6% |
| YTD | -56.3% | +119.4% | -175.7% | -67.0% |
| 1Y | -57.7% | +141.4% | -199.0% | -69.1% |
| 3Y | -16.5% | +273.6% | -290.1% | -48.3% |
| 5Y | -53.4% | +177.7% | -231.1% | -69.2% |
| All | -15.6% | +131.7% | -147.3% | -58.2% |
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