+152.2%
CAKE vs EQNR
+183.4%
-31.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.6% |
| 7D | -4.5% | +6.4% | -11.0% | -5.2% |
| 30D | -12.4% | +10.4% | -22.8% | -13.4% |
| 3M | +37.3% | +23.1% | +14.3% | +34.1% |
| 6M | +70.7% | +36.3% | +34.4% | +63.1% |
| YTD | +106.0% | +96.0% | +10.0% | +85.5% |
| 1Y | +79.7% | +94.2% | -14.6% | +61.7% |
| 3Y | +267.8% | +75.3% | +192.5% | +232.7% |
| All | +152.2% | +183.4% | -31.2% | +111.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQNR.
Daily Out/Under-Performance
Portfolio return minus EQNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQNR 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 EQNR 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