+3,651.5%
CAKE vs VICR
+2,245.9%
+1,405.6%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +11.2% | -9.6% | -0.4% |
| 7D | -4.5% | +5.0% | -9.5% | -5.4% |
| 30D | -12.4% | -12.5% | 0.0% | -10.9% |
| 3M | +37.3% | -33.6% | +70.9% | +43.6% |
| 6M | +70.7% | +10.7% | +60.0% | +58.2% |
| YTD | +106.0% | +80.6% | +25.4% | +72.5% |
| 1Y | +79.7% | +288.4% | -208.7% | +28.5% |
| 3Y | +267.8% | +213.8% | +54.0% | +155.9% |
| 5Y | +159.9% | +58.8% | +101.0% | +88.2% |
| 10Y | +154.3% | +1,671.8% | -1,517.5% | +10.5% |
| All | +3,651.5% | +2,245.9% | +1,405.6% | +936.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling