+739.7%
CAKE vs EQNR
+2,025.8%
-1,286.1%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.7% |
| 7D | -4.5% | +6.4% | -11.0% | -6.3% |
| 30D | -12.4% | +10.4% | -22.8% | -15.1% |
| 3M | +37.3% | +23.1% | +14.3% | +28.4% |
| 6M | +70.7% | +36.3% | +34.4% | +52.4% |
| YTD | +106.0% | +96.0% | +10.0% | +63.4% |
| 1Y | +79.7% | +94.2% | -14.6% | +42.5% |
| 3Y | +267.8% | +75.3% | +192.5% | +193.8% |
| 5Y | +159.9% | +187.2% | -27.3% | +68.5% |
| 10Y | +154.3% | +415.5% | -261.1% | +33.3% |
| All | +739.7% | +2,025.8% | -1,286.1% | +230.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling