+79.3%
CAKE vs IBB
+51.5%
+27.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.6% |
| 7D | -4.0% | +1.4% | -5.4% | -4.3% |
| 30D | +2.4% | +10.5% | -8.1% | -0.4% |
| 3M | +69.0% | +23.6% | +45.3% | +56.6% |
| 6M | +69.3% | +22.6% | +46.7% | +57.5% |
| YTD | +115.8% | +25.7% | +90.1% | +97.5% |
| 1Y | +79.3% | +51.4% | +28.0% | +52.7% |
| All | +79.3% | +51.5% | +27.9% | +52.7% |
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