-2.9%
ADSK vs CAKE
+261.6%
-264.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | +0.1% |
| 7D | -2.5% | -4.5% | +2.0% | -1.7% |
| 30D | -14.9% | -12.4% | -2.4% | -13.0% |
| 3M | +3.3% | +37.3% | -34.0% | -3.2% |
| 6M | -15.7% | +70.7% | -86.4% | -24.7% |
| YTD | -28.2% | +106.0% | -134.2% | -39.0% |
| 1Y | -34.5% | +79.7% | -114.2% | -42.6% |
| 3Y | -2.9% | +267.8% | -270.7% | -31.3% |
| All | -2.9% | +261.6% | -264.5% | -31.3% |
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