-62.3%
ZTS vs CAKE
+157.8%
-220.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.4% | -0.1% |
| 7D | -3.7% | -4.5% | +0.8% | -3.0% |
| 30D | -0.8% | -12.4% | +11.7% | +1.5% |
| 3M | -9.7% | +37.3% | -47.1% | -15.1% |
| 6M | -38.4% | +70.7% | -109.1% | -44.5% |
| YTD | -41.1% | +106.0% | -147.1% | -48.8% |
| 1Y | -50.6% | +79.7% | -130.3% | -56.1% |
| 3Y | -59.1% | +267.8% | -326.9% | -68.8% |
| All | -62.3% | +157.8% | -220.2% | -71.1% |
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