+239.5%
ZETA vs CAKE
+99.8%
+139.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.8% | -1.9% |
| 7D | -3.7% | -4.5% | +0.8% | -1.7% |
| 30D | +5.7% | -12.4% | +18.1% | +11.7% |
| 3M | +50.4% | +37.3% | +13.1% | +27.1% |
| 6M | +65.5% | +70.7% | -5.3% | +24.6% |
| YTD | +48.3% | +106.0% | -57.7% | +1.2% |
| 1Y | +45.4% | +79.7% | -34.3% | +5.8% |
| 3Y | +270.8% | +267.8% | +3.0% | +81.5% |
| 5Y | +336.1% | +159.9% | +176.2% | +126.5% |
| All | +239.5% | +99.8% | +139.7% | +90.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling