+151.5%
CAKE vs NBIX
+219.9%
-68.4%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.6% |
| 7D | -4.5% | +0.4% | -4.9% | -4.6% |
| 30D | -12.4% | -0.2% | -12.3% | -12.4% |
| 3M | +37.3% | -4.0% | +41.3% | +37.9% |
| 6M | +70.7% | +20.6% | +50.1% | +63.8% |
| YTD | +106.0% | +10.1% | +95.8% | +100.7% |
| 1Y | +79.7% | +8.8% | +70.9% | +75.2% |
| 3Y | +267.8% | +42.5% | +225.3% | +237.1% |
| 5Y | +159.9% | +61.5% | +98.4% | +130.4% |
| All | +151.5% | +219.9% | -68.4% | +117.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling