+67.8%
ZETA vs CAKE
+76.8%
-8.9%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.4% | -4.4% | -4.2% |
| 7D | +2.7% | -4.0% | +6.7% | +3.8% |
| 30D | +15.8% | +2.4% | +13.4% | +14.0% |
| 3M | +35.4% | +69.0% | -33.5% | +9.5% |
| 6M | +67.1% | +69.3% | -2.2% | +34.6% |
| YTD | +54.1% | +115.8% | -61.7% | +8.0% |
| 1Y | +67.8% | +79.3% | -11.5% | +17.9% |
| All | +67.8% | +76.8% | -8.9% | +17.9% |
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