+509.6%
AXTI vs CAKE
+1,930.6%
-1,421.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -14.5% |
| 3M | -26.7% | +37.3% | -64.0% | -34.9% |
| 6M | +36.8% | +70.7% | -34.0% | +12.1% |
| YTD | +296.1% | +106.0% | +190.2% | +206.8% |
| 1Y | +1,810.6% | +79.7% | +1,731.0% | +1,437.8% |
| 3Y | +2,587.6% | +267.8% | +2,319.8% | +1,645.4% |
| 5Y | +601.7% | +159.9% | +441.8% | +388.6% |
| 10Y | +1,460.7% | +154.3% | +1,306.4% | +841.9% |
| All | +509.6% | +1,930.6% | -1,421.0% | +107.7% |
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