+126.8%
CAKE vs NIO
-38.5%
+165.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.1% | -1.6% | +1.3% |
| 7D | -4.5% | -2.9% | -1.6% | -4.3% |
| 30D | -12.4% | -18.7% | +6.3% | -11.0% |
| 3M | +37.3% | -29.4% | +66.8% | +41.1% |
| 6M | +70.7% | -32.5% | +103.3% | +75.3% |
| YTD | +106.0% | -27.6% | +133.6% | +109.7% |
| 1Y | +79.7% | -39.2% | +118.9% | +84.8% |
| 3Y | +267.8% | -64.3% | +332.1% | +281.9% |
| 5Y | +159.9% | -90.3% | +250.2% | +185.3% |
| All | +126.8% | -38.5% | +165.3% | +97.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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