-39.6%
ZBRA vs CAKE
+157.8%
-197.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.3% | +1.2% |
| 7D | -3.4% | -4.5% | +1.1% | -1.6% |
| 30D | -7.4% | -12.4% | +5.0% | -2.5% |
| 3M | +57.5% | +37.3% | +20.2% | +36.2% |
| 6M | +64.0% | +70.7% | -6.7% | +27.6% |
| YTD | +44.3% | +106.0% | -61.7% | +2.2% |
| 1Y | +10.9% | +79.7% | -68.8% | -16.7% |
| 3Y | +37.5% | +267.8% | -230.3% | -26.9% |
| All | -39.6% | +157.8% | -197.4% | -65.5% |
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