-64.8%
Z vs CAKE
+163.8%
-228.6%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.3% |
| 7D | -3.0% | -4.0% | +1.0% | -1.3% |
| 30D | -4.2% | +2.4% | -6.6% | -6.0% |
| 3M | -3.7% | +69.0% | -72.7% | -25.9% |
| 6M | -24.5% | +69.3% | -93.8% | -42.4% |
| YTD | -49.3% | +115.8% | -165.1% | -66.1% |
| 1Y | -58.7% | +79.3% | -138.0% | -69.8% |
| 3Y | -34.1% | +262.0% | -296.2% | -68.7% |
| All | -64.8% | +163.8% | -228.6% | -83.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling