+77.0%
CAKE vs NIO
-38.6%
+115.6%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.2% | +0.9% | -2.3% |
| 7D | -5.6% | -7.3% | +1.6% | -5.6% |
| 30D | -10.5% | -22.5% | +12.0% | -10.5% |
| 3M | +43.6% | -30.9% | +74.5% | +43.5% |
| 6M | +63.0% | -37.2% | +100.2% | +62.5% |
| YTD | +102.9% | -29.8% | +132.7% | +101.3% |
| All | +77.0% | -38.6% | +115.6% | +79.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling