+75,259.1%
AMAT vs CAKE
+4,018.7%
+71,240.5%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.4% | +3.9% | +4.2% |
| 7D | -1.5% | -4.0% | +2.5% | -0.3% |
| 30D | -14.8% | +2.4% | -17.2% | -15.7% |
| 3M | -9.3% | +69.0% | -78.2% | -23.7% |
| 6M | +27.4% | +69.3% | -41.9% | +6.9% |
| YTD | +77.6% | +115.8% | -38.2% | +38.2% |
| 1Y | +188.9% | +79.3% | +109.6% | +136.5% |
| 3Y | +202.3% | +262.0% | -59.7% | +95.1% |
| 5Y | +248.9% | +165.7% | +83.2% | +140.2% |
| 10Y | +1,585.2% | +158.9% | +1,426.3% | +902.4% |
| All | +75,259.1% | +4,018.7% | +71,240.5% | +18,044.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling