+146.1%
CAKE vs NVMI
-11.6%
+157.6%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.4% | +7.1% | +4.8% |
| 7D | +9.1% | -11.8% | +20.9% | +9.9% |
| 30D | +5.8% | -24.8% | +30.7% | +7.6% |
| 3M | +9.3% | -28.6% | +37.9% | +11.5% |
| 6M | +96.1% | -40.0% | +136.1% | +100.7% |
| YTD | +131.4% | -10.1% | +141.5% | +119.1% |
| 1Y | +146.1% | -9.8% | +155.8% | +131.5% |
| All | +146.1% | -11.6% | +157.6% | +131.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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