+8,500.3%
ZBRA vs CAKE
+3,772.9%
+4,727.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.1% | +0.4% |
| 7D | -3.8% | -5.6% | +1.8% | -2.3% |
| 30D | -10.2% | -10.5% | +0.3% | -7.7% |
| 3M | +58.7% | +43.6% | +15.1% | +43.5% |
| 6M | +61.9% | +63.0% | -1.1% | +40.8% |
| YTD | +41.7% | +102.9% | -61.2% | +16.0% |
| 1Y | +12.4% | +75.6% | -63.3% | -4.6% |
| 3Y | +34.2% | +257.7% | -223.5% | -5.9% |
| 5Y | -40.8% | +156.0% | -196.8% | -55.7% |
| 10Y | +420.3% | +150.5% | +269.7% | +247.5% |
| All | +8,500.3% | +3,772.9% | +4,727.4% | +3,173.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling