+97,349.8%
ASML vs CAKE
+3,866.1%
+93,483.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.4% | +3.8% | +4.1% |
| 7D | +1.1% | -4.0% | +5.1% | +2.4% |
| 30D | +2.2% | +2.4% | -0.2% | +1.2% |
| 3M | -2.3% | +69.0% | -71.3% | -17.8% |
| 6M | +23.0% | +69.3% | -46.3% | +3.1% |
| YTD | +61.1% | +115.8% | -54.7% | +25.0% |
| 1Y | +129.1% | +79.3% | +49.8% | +87.2% |
| 3Y | +165.4% | +262.0% | -96.7% | +69.9% |
| 5Y | +109.5% | +165.7% | -56.2% | +42.8% |
| 10Y | +1,645.7% | +158.9% | +1,486.8% | +894.8% |
| All | +97,349.8% | +3,866.1% | +93,483.7% | +25,582.4% |
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