+3,816.2%
CAKE vs IONS
+710.1%
+3,106.1%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.0% | -0.1% |
| 7D | -1.1% | -5.3% | +4.2% | -0.4% |
| 30D | +0.4% | +0.3% | +0.2% | +0.3% |
| 3M | +59.9% | -22.9% | +82.8% | +63.6% |
| 6M | +75.1% | -23.4% | +98.5% | +79.0% |
| YTD | +115.0% | -28.3% | +143.3% | +121.4% |
| 1Y | +81.6% | -7.0% | +88.6% | +81.2% |
| 3Y | +279.1% | +37.6% | +241.5% | +254.0% |
| 5Y | +170.6% | +53.4% | +117.2% | +146.7% |
| 10Y | +160.3% | +83.9% | +76.4% | +123.0% |
| All | +3,816.2% | +710.1% | +3,106.1% | +1,977.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling