+1,707.5%
AMAT vs CAKE
+153.4%
+1,554.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.4% | +2.5% | +0.2% |
| 7D | +6.9% | -4.6% | +11.5% | +8.4% |
| 30D | -10.1% | -6.6% | -3.5% | -8.5% |
| 3M | -6.0% | +52.9% | -58.9% | -18.5% |
| 6M | +38.6% | +65.7% | -27.1% | +16.8% |
| YTD | +83.1% | +107.8% | -24.7% | +43.9% |
| 1Y | +188.3% | +78.5% | +109.9% | +136.1% |
| 3Y | +225.3% | +266.4% | -41.0% | +109.1% |
| 5Y | +262.0% | +159.6% | +102.3% | +149.1% |
| 10Y | +1,707.5% | +156.6% | +1,550.9% | +888.7% |
| All | +1,707.5% | +153.4% | +1,554.1% | +888.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling