+166.5%
ZTS vs CAKE
+319.6%
-153.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.6% | -2.9% |
| 7D | -4.8% | -1.1% | -3.7% | -4.6% |
| 30D | +1.2% | +0.4% | +0.8% | +1.1% |
| 3M | -6.0% | +59.9% | -65.9% | -13.2% |
| 6M | -38.7% | +75.1% | -113.8% | -44.3% |
| YTD | -40.6% | +115.0% | -155.6% | -47.8% |
| 1Y | -50.6% | +81.6% | -132.2% | -55.5% |
| 3Y | -58.7% | +279.1% | -337.9% | -67.5% |
| 5Y | -62.8% | +170.6% | -233.5% | -69.9% |
| 10Y | +56.2% | +160.3% | -104.1% | +8.3% |
| All | +166.5% | +319.6% | -153.2% | +63.8% |
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