+91.3%
ABBV vs CAKE
+261.6%
-170.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.7% |
| 7D | +0.3% | -4.5% | +4.8% | +0.5% |
| 30D | +3.4% | -12.4% | +15.8% | +4.1% |
| 3M | +15.2% | +37.3% | -22.1% | +12.7% |
| 6M | +14.7% | +70.7% | -56.0% | +10.4% |
| YTD | +15.2% | +106.0% | -90.8% | +9.0% |
| 1Y | +20.4% | +79.7% | -59.3% | +15.0% |
| 3Y | +91.3% | +267.8% | -176.4% | +75.7% |
| All | +91.3% | +261.6% | -170.3% | +75.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling