+1,472.1%
AXTI vs CAKE
+155.4%
+1,316.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.3% |
| 7D | +5.1% | -4.5% | +9.6% | +6.5% |
| 30D | -17.5% | -12.4% | -5.0% | -14.6% |
| 3M | -26.7% | +37.3% | -64.0% | -35.0% |
| 6M | +36.8% | +70.7% | -34.0% | +11.4% |
| YTD | +296.1% | +106.0% | +190.2% | +204.0% |
| 1Y | +1,810.6% | +79.7% | +1,731.0% | +1,427.2% |
| 3Y | +2,587.6% | +267.8% | +2,319.8% | +1,620.3% |
| 5Y | +601.7% | +159.9% | +441.8% | +379.2% |
| All | +1,472.1% | +155.4% | +1,316.7% | +848.0% |
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