+156.0%
CAKE vs NIO
-90.7%
+246.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.2% | +0.9% | -2.0% |
| 7D | -5.6% | -7.3% | +1.6% | -4.8% |
| 30D | -10.5% | -22.5% | +12.0% | -7.9% |
| 3M | +43.6% | -30.9% | +74.5% | +49.5% |
| 6M | +63.0% | -37.2% | +100.2% | +70.5% |
| YTD | +102.9% | -29.8% | +132.7% | +108.5% |
| 1Y | +75.6% | -37.4% | +113.0% | +81.6% |
| 3Y | +257.7% | -64.3% | +322.1% | +281.3% |
| 5Y | +156.0% | -90.6% | +246.6% | +192.4% |
| All | +156.0% | -90.7% | +246.7% | +192.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling