+48.9%
CIEN vs CAKE
+147.7%
-98.8%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +4.7% | -14.0% | -8.7% |
| 7D | -25.0% | +9.1% | -34.2% | -24.3% |
| 30D | -30.1% | +5.8% | -36.0% | -29.5% |
| 3M | -33.8% | +9.3% | -43.1% | -32.8% |
| 6M | -49.4% | +96.1% | -145.6% | -47.4% |
| YTD | +16.4% | +131.4% | -115.0% | +21.7% |
| 1Y | +48.9% | +146.1% | -97.2% | +57.3% |
| All | +48.9% | +147.7% | -98.8% | +57.3% |
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