+146.1%
CAKE vs INDA
-7.3%
+153.4%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.7% | +2.0% | +2.9% |
| 7D | +9.1% | +6.9% | +2.2% | +4.7% |
| 30D | +5.8% | +7.4% | -1.6% | +1.3% |
| 3M | +9.3% | -1.0% | +10.3% | +9.3% |
| 6M | +96.1% | +2.9% | +93.2% | +91.8% |
| YTD | +131.4% | -7.4% | +138.9% | +138.2% |
| 1Y | +146.1% | -7.4% | +153.5% | +151.9% |
| All | +146.1% | -7.3% | +153.4% | +151.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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