+267.8%
CAKE price history and return analytics
+74.2%
+193.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +0.6% |
| 7D | -4.5% | -1.1% | -3.4% | -3.4% |
| 30D | -12.4% | -1.0% | -11.5% | -11.6% |
| 3M | +37.3% | +3.2% | +34.2% | +32.3% |
| 6M | +70.7% | +12.5% | +58.2% | +48.3% |
| YTD | +106.0% | +14.1% | +91.9% | +76.1% |
| 1Y | +79.7% | +18.9% | +60.7% | +45.8% |
| 3Y | +267.8% | +74.1% | +193.7% | +95.6% |
| All | +267.8% | +74.2% | +193.5% | +95.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling