+735.0%
CAKE price history and return analytics
+371.8%
+363.2%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.2% |
| 7D | -1.1% | +1.0% | -2.1% | -2.1% |
| 30D | +0.4% | -0.2% | +0.7% | +0.6% |
| 3M | +59.9% | +4.5% | +55.4% | +51.7% |
| 6M | +75.1% | +14.1% | +61.0% | +51.0% |
| YTD | +115.0% | +14.8% | +100.3% | +84.4% |
| 1Y | +81.6% | +21.2% | +60.4% | +46.8% |
| 3Y | +279.1% | +76.6% | +202.5% | +108.0% |
| 5Y | +170.6% | +66.6% | +104.0% | +60.0% |
| 10Y | +160.3% | +222.3% | -62.0% | -14.3% |
| All | +735.0% | +371.8% | +363.2% | +85.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling