+242.2%
ZETA vs CAKE
+101.5%
+140.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.2% | +0.3% |
| 7D | -0.1% | -4.6% | +4.5% | +2.0% |
| 30D | +10.5% | -6.6% | +17.0% | +13.2% |
| 3M | +44.3% | +52.9% | -8.6% | +15.4% |
| 6M | +59.4% | +65.7% | -6.3% | +21.9% |
| YTD | +49.5% | +107.8% | -58.3% | +1.6% |
| 1Y | +62.7% | +78.5% | -15.8% | +18.8% |
| 3Y | +274.6% | +266.4% | +8.2% | +84.0% |
| 5Y | +349.3% | +159.6% | +189.7% | +133.1% |
| All | +242.2% | +101.5% | +140.6% | +91.0% |
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