+151.5%
CAKE vs IONS
+87.6%
+63.8%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.6% | +4.1% | +2.0% |
| 7D | -4.5% | -6.7% | +2.1% | -3.4% |
| 30D | -12.4% | -4.1% | -8.3% | -11.9% |
| 3M | +37.3% | -26.6% | +63.9% | +43.2% |
| 6M | +70.7% | -27.5% | +98.2% | +78.1% |
| YTD | +106.0% | -31.5% | +137.5% | +116.9% |
| 1Y | +79.7% | -15.3% | +95.0% | +81.5% |
| 3Y | +267.8% | +31.3% | +236.5% | +228.9% |
| 5Y | +159.9% | +50.2% | +109.7% | +121.5% |
| All | +151.5% | +87.6% | +63.8% | +109.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 IONS 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