+1,761.8%
ASML vs CAKE
+157.8%
+1,604.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.3% | +3.3% | +3.0% |
| 7D | +6.0% | -1.1% | +7.0% | +6.3% |
| 30D | +1.4% | +0.4% | +1.0% | +1.1% |
| 3M | +1.0% | +59.9% | -58.9% | -10.3% |
| 6M | +37.0% | +75.1% | -38.1% | +18.7% |
| YTD | +65.8% | +115.0% | -49.3% | +36.7% |
| 1Y | +123.1% | +81.6% | +41.5% | +90.6% |
| 3Y | +188.2% | +279.1% | -90.9% | +104.1% |
| 5Y | +115.6% | +170.6% | -55.0% | +59.6% |
| 10Y | +1,761.8% | +160.3% | +1,601.5% | +1,117.3% |
| All | +1,761.8% | +157.8% | +1,604.0% | +1,117.3% |
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