+743.4%
AXTI vs CAKE
+157.8%
+585.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.5% |
| 7D | +5.1% | -4.5% | +9.6% | +6.9% |
| 30D | -17.5% | -12.4% | -5.0% | -13.8% |
| 3M | -26.7% | +37.3% | -64.0% | -37.8% |
| 6M | +36.8% | +70.7% | -34.0% | +2.8% |
| YTD | +296.1% | +106.0% | +190.2% | +172.1% |
| 1Y | +1,810.6% | +79.7% | +1,731.0% | +1,295.2% |
| 3Y | +2,587.6% | +267.8% | +2,319.8% | +1,273.9% |
| All | +743.4% | +157.8% | +585.6% | +382.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling