+188.9%
AMAT vs CAKE
+76.8%
+112.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.4% | +3.9% | +4.3% |
| 7D | -1.5% | -4.0% | +2.5% | -0.9% |
| 30D | -14.8% | +2.4% | -17.2% | -15.3% |
| 3M | -9.3% | +69.0% | -78.2% | -22.2% |
| 6M | +27.4% | +69.3% | -41.9% | +7.8% |
| YTD | +77.6% | +115.8% | -38.2% | +42.9% |
| 1Y | +188.9% | +79.3% | +109.6% | +143.0% |
| All | +188.9% | +76.8% | +112.2% | +143.0% |
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 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