+66.9%
AMAT vs CAKE
+141.9%
-75.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.7% | -5.5% | -3.3% |
| 7D | +11.4% | +2.5% | +8.9% | +10.9% |
| 30D | -17.0% | -3.1% | -14.0% | -16.4% |
| 3M | -30.6% | -2.2% | -28.4% | -30.5% |
| 6M | -14.9% | +94.1% | -109.0% | -33.8% |
| YTD | +44.7% | +119.4% | -74.7% | +7.3% |
| 1Y | +66.9% | +141.4% | -74.5% | +19.7% |
| All | +66.9% | +141.9% | -75.0% | +19.7% |
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 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