+31,987.2%
AVGO vs CAKE
+599.3%
+31,387.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.4% | +2.2% | -0.2% |
| 7D | -0.8% | -4.6% | +3.8% | +0.5% |
| 30D | -13.7% | -6.6% | -7.2% | -12.4% |
| 3M | -6.9% | +52.9% | -59.9% | -18.0% |
| 6M | +5.8% | +65.7% | -60.0% | -9.2% |
| YTD | +5.7% | +107.8% | -102.1% | -15.1% |
| 1Y | +9.0% | +78.5% | -69.5% | -9.1% |
| 3Y | +340.5% | +266.4% | +74.1% | +195.2% |
| 5Y | +711.1% | +159.6% | +551.4% | +474.0% |
| 10Y | +2,856.4% | +156.6% | +2,699.8% | +1,674.6% |
| All | +31,987.2% | +599.3% | +31,387.9% | +12,868.8% |
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