+97,627.7%
AAPL vs CAKE
+3,772.9%
+93,854.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.4% | +5.9% | +4.0% |
| 7D | -0.5% | -5.6% | +5.1% | +0.6% |
| 30D | +7.1% | -10.5% | +17.6% | +9.2% |
| 3M | +12.1% | +43.6% | -31.5% | +3.7% |
| 6M | +25.4% | +63.0% | -37.6% | +12.7% |
| YTD | +20.5% | +102.9% | -82.4% | +3.5% |
| 1Y | +44.5% | +75.6% | -31.1% | +27.3% |
| 3Y | +85.8% | +257.7% | -172.0% | +39.9% |
| 5Y | +124.8% | +156.0% | -31.2% | +75.8% |
| 10Y | +1,284.7% | +150.5% | +1,134.2% | +871.1% |
| All | +97,627.7% | +3,772.9% | +93,854.9% | +44,063.0% |
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