+152.2%
CAKE vs NBIX
+59.9%
+92.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +38.0% |
| 6M | +70.7% | +20.6% | +50.1% | +59.7% |
| YTD | +106.0% | +10.1% | +95.8% | +97.3% |
| 1Y | +79.7% | +8.8% | +70.9% | +72.3% |
| 3Y | +267.8% | +42.5% | +225.3% | +213.0% |
| All | +152.2% | +59.9% | +92.2% | +89.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling