+268.9%
AMAT vs CAKE
+168.2%
+100.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +4.1% |
| 7D | +7.0% | -1.1% | +8.1% | +7.4% |
| 30D | -12.2% | +0.4% | -12.6% | -12.7% |
| 3M | -3.8% | +59.9% | -63.8% | -20.5% |
| 6M | +45.9% | +75.1% | -29.1% | +16.0% |
| YTD | +84.6% | +115.0% | -30.4% | +35.8% |
| 1Y | +193.4% | +81.6% | +111.8% | +128.4% |
| 3Y | +228.1% | +279.1% | -51.0% | +84.8% |
| 5Y | +268.9% | +170.6% | +98.3% | +122.3% |
| All | +268.9% | +168.2% | +100.7% | +122.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling