+146.1%
CAKE vs VICR
+76.0%
+70.1%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -11.1% | +15.8% | +5.0% |
| 7D | +9.1% | -26.6% | +35.7% | +10.1% |
| 30D | +5.8% | -47.9% | +53.8% | +7.8% |
| 3M | +9.3% | -29.8% | +39.1% | +10.1% |
| 6M | +96.1% | -36.6% | +132.7% | +94.6% |
| YTD | +131.4% | +45.1% | +86.3% | +104.5% |
| 1Y | +146.1% | +80.0% | +66.0% | +112.2% |
| All | +146.1% | +76.0% | +70.1% | +112.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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