+271.0%
CAKE vs NIO
-64.4%
+335.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -1.0% | -3.2% |
| 7D | -4.6% | -4.1% | -0.4% | -4.4% |
| 30D | -6.6% | -23.2% | +16.7% | -5.4% |
| 3M | +52.9% | -29.9% | +82.8% | +55.4% |
| 6M | +65.7% | -25.1% | +90.9% | +67.1% |
| YTD | +107.8% | -27.5% | +135.3% | +109.7% |
| 1Y | +78.5% | -41.1% | +119.6% | +81.6% |
| All | +271.0% | -64.4% | +335.4% | +295.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling