-60.3%
Z vs CAKE
+132.1%
-192.4%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.9% | -3.6% | -5.1% |
| 7D | -6.5% | -1.3% | -5.2% | -6.0% |
| 30D | -0.1% | +0.3% | -0.4% | +0.3% |
| 3M | -14.1% | -1.9% | -12.2% | -14.1% |
| 6M | -30.1% | +77.8% | -107.9% | -34.3% |
| YTD | -57.5% | +118.2% | -175.7% | -62.0% |
| 1Y | -60.3% | +139.7% | -200.0% | -67.1% |
| All | -60.3% | +132.1% | -192.4% | -67.1% |
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