+271.0%
CAKE vs IBB
+63.1%
+207.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -2.9% |
| 7D | -4.6% | -3.9% | -0.7% | -2.4% |
| 30D | -6.6% | +2.7% | -9.3% | -8.5% |
| 3M | +52.9% | +21.4% | +31.6% | +34.2% |
| 6M | +65.7% | +20.1% | +45.7% | +46.0% |
| YTD | +107.8% | +21.9% | +85.9% | +80.5% |
| 1Y | +78.5% | +44.1% | +34.4% | +36.8% |
| All | +271.0% | +63.1% | +207.9% | +175.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling