+151.5%
CAKE vs FIVN
+118.5%
+32.9%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.2% | +1.3% |
| 7D | -4.5% | -7.8% | +3.3% | -3.5% |
| 30D | -12.4% | -1.7% | -10.7% | -12.5% |
| 3M | +37.3% | +47.2% | -9.9% | +29.2% |
| 6M | +70.7% | +82.7% | -12.0% | +53.6% |
| YTD | +106.0% | +52.9% | +53.1% | +89.0% |
| 1Y | +79.7% | +17.5% | +62.2% | +71.0% |
| 3Y | +267.8% | -55.8% | +323.6% | +290.7% |
| 5Y | +159.9% | -82.3% | +242.2% | +186.5% |
| All | +151.5% | +118.5% | +32.9% | +141.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 10y: compounded portfolio wealth divided by compounded FIVN 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…
10y analysis · Full analysis span regression · 6 months rolling