+156.0%
CAKE vs IBB
+17.1%
+138.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -1.5% |
| 7D | -5.6% | -5.2% | -0.4% | -2.3% |
| 30D | -10.5% | +1.5% | -12.0% | -11.8% |
| 3M | +43.6% | +22.1% | +21.5% | +24.0% |
| 6M | +63.0% | +17.7% | +45.3% | +43.8% |
| YTD | +102.9% | +20.2% | +82.7% | +75.6% |
| 1Y | +75.6% | +44.4% | +31.2% | +32.3% |
| 3Y | +257.7% | +61.1% | +196.6% | +146.7% |
| 5Y | +156.0% | +18.5% | +137.5% | +64.3% |
| All | +156.0% | +17.1% | +138.9% | +64.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling