+152.2%
CAKE vs VRSN
+33.8%
+118.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +1.0% |
| 7D | -4.5% | +0.2% | -4.8% | -4.7% |
| 30D | -12.4% | +3.8% | -16.2% | -13.7% |
| 3M | +37.3% | +5.0% | +32.3% | +34.5% |
| 6M | +70.7% | +24.9% | +45.8% | +54.3% |
| YTD | +106.0% | +21.6% | +84.4% | +87.4% |
| 1Y | +79.7% | +2.4% | +77.2% | +76.0% |
| 3Y | +267.8% | +47.3% | +220.4% | +195.9% |
| All | +152.2% | +33.8% | +118.3% | +103.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling