+257,669.3%
AMZN vs CAKE
+3,359.4%
+254,309.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.4% | +1.6% | -0.7% |
| 7D | -1.0% | -4.6% | +3.6% | +0.4% |
| 30D | -9.2% | -6.6% | -2.7% | -7.5% |
| 3M | +3.4% | +52.9% | -49.6% | -10.6% |
| 6M | +18.2% | +65.7% | -47.5% | -0.8% |
| YTD | +9.3% | +107.8% | -98.5% | -15.0% |
| 1Y | +5.9% | +78.5% | -72.5% | -14.0% |
| 3Y | +82.6% | +266.4% | -183.8% | +14.5% |
| 5Y | +44.9% | +159.6% | -114.7% | -2.1% |
| 10Y | +564.1% | +156.6% | +407.5% | +258.9% |
| All | +257,669.3% | +3,359.4% | +254,309.9% | +51,372.7% |
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 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