+152.2%
CAKE vs SOXQ
+258.1%
-105.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +0.9% |
| 7D | -4.5% | +0.8% | -5.3% | -4.8% |
| 30D | -12.4% | -4.6% | -7.9% | -11.2% |
| 3M | +37.3% | -10.2% | +47.5% | +39.9% |
| 6M | +70.7% | +49.7% | +21.0% | +37.3% |
| YTD | +106.0% | +67.2% | +38.7% | +57.3% |
| 1Y | +79.7% | +98.0% | -18.4% | +25.5% |
| 3Y | +267.8% | +237.2% | +30.6% | +84.5% |
| All | +152.2% | +258.1% | -105.9% | +14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling