+17,334.8%
AZO vs CAKE
+3,831.8%
+13,503.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.4% |
| 7D | -3.6% | -4.5% | +1.0% | -2.8% |
| 30D | -5.6% | -12.4% | +6.9% | -3.5% |
| 3M | -6.6% | +37.3% | -44.0% | -11.8% |
| 6M | -22.5% | +70.7% | -93.2% | -29.7% |
| YTD | -15.2% | +106.0% | -121.2% | -25.7% |
| 1Y | -33.9% | +79.7% | -113.6% | -40.9% |
| 3Y | +11.8% | +267.8% | -256.0% | -13.7% |
| 5Y | +85.5% | +159.9% | -74.4% | +47.3% |
| 10Y | +298.2% | +154.3% | +143.9% | +186.9% |
| All | +17,334.8% | +3,831.8% | +13,503.0% | +7,399.5% |
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