+146.1%
CAKE vs IBB
+42.2%
+103.9%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.6% | +2.1% | +4.0% |
| 7D | +9.1% | +2.2% | +6.9% | +8.6% |
| 30D | +5.8% | +6.3% | -0.5% | +4.3% |
| 3M | +9.3% | +16.3% | -7.0% | +5.0% |
| 6M | +96.1% | +30.0% | +66.1% | +79.0% |
| YTD | +131.4% | +31.1% | +100.3% | +110.0% |
| 1Y | +146.1% | +42.0% | +104.1% | +111.8% |
| All | +146.1% | +42.2% | +103.9% | +111.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling