+3,651.5%
CAKE vs SONY
+797.0%
+2,854.5%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +1.0% |
| 7D | -4.5% | -2.7% | -1.8% | -3.8% |
| 30D | -12.4% | +1.5% | -14.0% | -12.8% |
| 3M | +37.3% | +13.0% | +24.3% | +32.1% |
| 6M | +70.7% | +11.2% | +59.5% | +64.2% |
| YTD | +106.0% | -6.6% | +112.6% | +108.2% |
| 1Y | +79.7% | -18.1% | +97.8% | +88.4% |
| 3Y | +267.8% | +42.1% | +225.7% | +221.5% |
| 5Y | +159.9% | +11.0% | +148.9% | +142.5% |
| 10Y | +154.3% | +289.2% | -134.8% | +61.9% |
| All | +3,651.5% | +797.0% | +2,854.5% | +1,424.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 all: compounded portfolio wealth divided by compounded SONY 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…
all analysis · Full analysis span regression · 6 months rolling