+2,770.9%
AVGO vs CAKE
+155.4%
+2,615.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.2% | 0.0% |
| 7D | +1.1% | -4.5% | +5.7% | +2.2% |
| 30D | -13.0% | -12.4% | -0.6% | -10.6% |
| 3M | -6.0% | +37.3% | -43.3% | -13.3% |
| 6M | +6.4% | +70.7% | -64.3% | -7.1% |
| YTD | +5.0% | +106.0% | -101.0% | -12.5% |
| 1Y | +1.4% | +79.7% | -78.3% | -13.1% |
| 3Y | +336.8% | +267.8% | +69.0% | +213.1% |
| 5Y | +698.2% | +159.9% | +538.3% | +497.2% |
| All | +2,770.9% | +155.4% | +2,615.5% | +1,814.3% |
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