+147.7%
CAKE vs IBB
+125.2%
+22.5%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -1.5% |
| 7D | -5.6% | -5.2% | -0.4% | -2.6% |
| 30D | -10.5% | +1.5% | -12.0% | -11.7% |
| 3M | +43.6% | +22.1% | +21.5% | +26.2% |
| 6M | +63.0% | +17.7% | +45.3% | +45.9% |
| YTD | +102.9% | +20.2% | +82.7% | +78.8% |
| 1Y | +75.6% | +44.4% | +31.2% | +37.6% |
| 3Y | +257.7% | +61.1% | +196.6% | +161.1% |
| 5Y | +156.0% | +18.5% | +137.5% | +117.5% |
| All | +147.7% | +125.2% | +22.5% | +47.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling