+152.2%
CAKE vs VICR
+57.6%
+94.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +11.2% | -9.6% | +0.1% |
| 7D | -4.5% | +5.0% | -9.5% | -5.2% |
| 30D | -12.4% | -12.5% | 0.0% | -11.3% |
| 3M | +37.3% | -33.6% | +70.9% | +42.1% |
| 6M | +70.7% | +10.7% | +60.0% | +60.0% |
| YTD | +106.0% | +80.6% | +25.4% | +77.0% |
| 1Y | +79.7% | +288.4% | -208.7% | +34.5% |
| 3Y | +267.8% | +213.8% | +54.0% | +167.8% |
| All | +152.2% | +57.6% | +94.5% | +69.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling