+133.9%
CAKE vs NBIX
+8.2%
+125.7%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.8% | -0.3% | -3.7% |
| 7D | -2.1% | +9.1% | -11.3% | -2.8% |
| 30D | +2.3% | +9.8% | -7.5% | +1.5% |
| 3M | +5.4% | -1.1% | +6.5% | +6.2% |
| 6M | +82.5% | +18.3% | +64.2% | +73.7% |
| YTD | +122.0% | +12.6% | +109.4% | +111.2% |
| 1Y | +133.9% | +3.9% | +130.0% | +126.7% |
| All | +133.9% | +8.2% | +125.7% | +126.7% |
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