+174.5%
CIEN vs CAKE
+76.8%
+97.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +1.1% |
| 7D | -15.2% | -4.0% | -11.2% | -15.5% |
| 30D | -21.5% | +2.4% | -23.9% | -21.1% |
| 3M | -40.1% | +69.0% | -109.0% | -37.9% |
| 6M | -6.6% | +69.3% | -75.8% | -3.8% |
| YTD | +37.3% | +115.8% | -78.5% | +43.0% |
| 1Y | +174.5% | +79.3% | +95.2% | +186.7% |
| All | +174.5% | +76.8% | +97.8% | +186.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE 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 CAKE 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