+376.3%
AMD vs CAKE
+168.2%
+208.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.3% | +6.2% | +6.0% |
| 7D | +10.0% | -1.1% | +11.1% | +10.5% |
| 30D | +4.6% | +0.4% | +4.2% | +4.1% |
| 3M | +3.1% | +59.9% | -56.8% | -15.9% |
| 6M | +162.8% | +75.1% | +87.8% | +105.2% |
| YTD | +136.2% | +115.0% | +21.1% | +67.4% |
| 1Y | +234.0% | +81.6% | +152.4% | +152.6% |
| 3Y | +376.7% | +279.1% | +97.6% | +148.7% |
| 5Y | +376.3% | +170.6% | +205.7% | +155.8% |
| All | +376.3% | +168.2% | +208.1% | +155.8% |
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