+164.9%
ASML vs CAKE
+264.0%
-99.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.4% | +3.8% | +4.1% |
| 7D | +1.1% | -4.0% | +5.1% | +2.2% |
| 30D | +2.2% | +2.4% | -0.2% | +1.2% |
| 3M | -2.3% | +69.0% | -71.3% | -16.8% |
| 6M | +23.0% | +69.3% | -46.3% | +4.1% |
| YTD | +61.1% | +115.8% | -54.7% | +26.7% |
| 1Y | +129.1% | +79.3% | +49.8% | +90.0% |
| All | +164.9% | +264.0% | -99.0% | +70.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling