+79.3%
CAKE vs VRSN
+7.9%
+71.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.4% |
| 7D | -4.0% | +0.1% | -4.1% | -4.0% |
| 30D | +2.4% | -0.2% | +2.6% | +2.4% |
| 3M | +69.0% | -0.3% | +69.3% | +67.9% |
| 6M | +69.3% | +23.0% | +46.3% | +65.2% |
| YTD | +115.8% | +21.3% | +94.4% | +112.0% |
| 1Y | +79.3% | +6.7% | +72.6% | +76.3% |
| All | +79.3% | +7.9% | +71.4% | +76.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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