+175.0%
CAKE vs FIVN
+280.5%
-105.5%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.3% |
| 7D | -5.6% | -11.3% | +5.7% | -4.3% |
| 30D | -10.5% | -7.3% | -3.2% | -10.0% |
| 3M | +43.6% | +41.7% | +1.9% | +36.7% |
| 6M | +63.0% | +78.3% | -15.2% | +49.1% |
| YTD | +102.9% | +50.9% | +52.0% | +88.4% |
| 1Y | +75.6% | +19.7% | +56.0% | +67.6% |
| 3Y | +257.7% | -55.7% | +313.5% | +275.9% |
| 5Y | +156.0% | -82.6% | +238.6% | +180.3% |
| 10Y | +150.5% | +113.6% | +36.9% | +128.0% |
| All | +175.0% | +280.5% | -105.5% | +141.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling