+79.7%
CAKE vs IBB
+44.5%
+35.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | -4.5% | -4.2% | -0.3% | -3.5% |
| 30D | -12.4% | +1.1% | -13.5% | -12.9% |
| 3M | +37.3% | +19.0% | +18.3% | +28.1% |
| 6M | +70.7% | +18.9% | +51.9% | +59.3% |
| YTD | +106.0% | +20.3% | +85.6% | +89.6% |
| 1Y | +79.7% | +41.5% | +38.2% | +51.7% |
| All | +79.7% | +44.5% | +35.2% | +51.7% |
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