+48.5%
AMZN vs CAKE
+157.8%
-109.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.4% | +1.5% |
| 7D | -0.7% | -4.5% | +3.9% | +0.7% |
| 30D | -3.9% | -12.4% | +8.5% | -0.2% |
| 3M | +6.3% | +37.3% | -31.0% | -4.7% |
| 6M | +20.8% | +70.7% | -50.0% | +0.1% |
| YTD | +11.2% | +106.0% | -94.7% | -13.9% |
| 1Y | +11.7% | +79.7% | -68.0% | -9.9% |
| 3Y | +79.4% | +267.8% | -188.3% | +8.2% |
| All | +48.5% | +157.8% | -109.3% | -6.8% |
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