+152.2%
CAKE vs FIVN
-82.2%
+234.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.2% | +1.3% |
| 7D | -4.5% | -7.8% | +3.3% | -3.0% |
| 30D | -12.4% | -1.7% | -10.7% | -12.5% |
| 3M | +37.3% | +47.2% | -9.9% | +24.6% |
| 6M | +70.7% | +82.7% | -12.0% | +43.9% |
| YTD | +106.0% | +52.9% | +53.1% | +79.2% |
| 1Y | +79.7% | +17.5% | +62.2% | +66.7% |
| 3Y | +267.8% | -55.8% | +323.6% | +321.5% |
| All | +152.2% | -82.2% | +234.4% | +256.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling