+79.3%
CAKE vs NBIX
+14.2%
+65.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +0.7% |
| 7D | -4.0% | +1.0% | -5.0% | -4.2% |
| 30D | +2.4% | -3.6% | +6.1% | +3.0% |
| 3M | +69.0% | -7.0% | +76.0% | +69.8% |
| 6M | +69.3% | +16.6% | +52.6% | +58.7% |
| YTD | +115.8% | +9.7% | +106.0% | +104.6% |
| 1Y | +79.3% | +10.9% | +68.5% | +70.4% |
| All | +79.3% | +14.2% | +65.2% | +70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 NBIX 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