+1,504.8%
ASML vs CAKE
+156.6%
+1,348.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.9% | +2.3% | +5.3% |
| 7D | -0.8% | -1.8% | +0.9% | -0.5% |
| 30D | -14.9% | +2.3% | -17.2% | -15.5% |
| 3M | -13.0% | +3.9% | -16.9% | -14.2% |
| 6M | -4.7% | +81.4% | -86.1% | -18.4% |
| YTD | +42.3% | +122.5% | -80.2% | +16.0% |
| 1Y | +49.7% | +138.1% | -88.4% | +19.9% |
| 3Y | +144.3% | +288.0% | -143.7% | +71.7% |
| 5Y | +86.4% | +174.9% | -88.5% | +37.1% |
| 10Y | +1,504.8% | +144.3% | +1,360.6% | +982.2% |
| All | +1,504.8% | +156.6% | +1,348.2% | +982.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling