+79.7%
CAKE vs SOXQ
+98.3%
-18.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +1.4% |
| 7D | -4.5% | +0.8% | -5.3% | -4.6% |
| 30D | -12.4% | -4.6% | -7.9% | -12.2% |
| 3M | +37.3% | -10.2% | +47.5% | +38.7% |
| 6M | +70.7% | +49.7% | +21.0% | +52.4% |
| YTD | +106.0% | +67.2% | +38.7% | +81.9% |
| 1Y | +79.7% | +98.0% | -18.4% | +56.7% |
| All | +79.7% | +98.3% | -18.7% | +56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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