+80,969.6%
ASML vs CAKE
+3,835.9%
+77,133.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -3.6% | +8.6% | +6.1% |
| 7D | -9.0% | -5.2% | -3.8% | -7.6% |
| 30D | -21.0% | -0.2% | -20.7% | -21.2% |
| 3M | -16.3% | -0.2% | -16.1% | -16.9% |
| 6M | -7.5% | +77.5% | -85.0% | -24.0% |
| YTD | +34.0% | +114.1% | -80.1% | +3.7% |
| 1Y | +39.3% | +131.6% | -92.3% | +5.0% |
| 3Y | +128.9% | +271.4% | -142.5% | +45.0% |
| 5Y | +76.1% | +157.5% | -81.4% | +21.1% |
| 10Y | +1,428.4% | +153.3% | +1,275.1% | +773.9% |
| All | +80,969.6% | +3,835.9% | +77,133.8% | +21,201.9% |
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