+16.4%
AZN vs CAKE
+147.7%
-131.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.7% | -1.9% | +2.6% |
| 7D | +11.5% | +9.1% | +2.4% | +11.1% |
| 30D | +20.8% | +5.8% | +14.9% | +20.4% |
| 3M | +21.5% | +9.3% | +12.1% | +21.0% |
| 6M | +3.0% | +96.1% | -93.1% | -1.2% |
| YTD | +3.9% | +131.4% | -127.6% | -1.1% |
| 1Y | +16.4% | +146.1% | -129.7% | +10.6% |
| All | +16.4% | +147.7% | -131.3% | +10.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling