+29.9%
AAPL vs CAKE
+147.7%
-117.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +4.7% | +0.6% | +5.0% |
| 7D | +1.7% | +9.1% | -7.5% | +1.2% |
| 30D | +5.0% | +5.8% | -0.8% | +4.6% |
| 3M | +13.1% | +9.3% | +3.7% | +12.2% |
| 6M | +26.5% | +96.1% | -69.6% | +16.2% |
| YTD | +28.9% | +131.4% | -102.5% | +17.8% |
| 1Y | +29.9% | +146.1% | -116.2% | +17.5% |
| All | +29.9% | +147.7% | -117.8% | +17.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling