+22,394.1%
CSCO vs CAKE
+4,004.5%
+18,389.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -0.5% | -1.1% | +0.5% | -0.3% |
| 30D | -10.1% | +0.4% | -10.5% | -10.3% |
| 3M | -11.7% | +59.9% | -71.7% | -22.1% |
| 6M | +40.1% | +75.1% | -35.0% | +20.2% |
| YTD | +43.8% | +115.0% | -71.2% | +16.9% |
| 1Y | +66.6% | +81.6% | -15.0% | +40.7% |
| 3Y | +108.5% | +279.1% | -170.6% | +42.2% |
| 5Y | +114.0% | +170.6% | -56.7% | +52.4% |
| 10Y | +366.8% | +160.3% | +206.5% | +191.9% |
| All | +22,394.1% | +4,004.5% | +18,389.6% | +6,365.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling