+263.3%
DXCM vs CAKE
+151.6%
+111.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.1% | +1.2% |
| 7D | -5.8% | -5.6% | -0.2% | -4.8% |
| 30D | -5.6% | -10.5% | +4.9% | -3.8% |
| 3M | +13.0% | +43.6% | -30.6% | +5.4% |
| 6M | +24.7% | +63.0% | -38.4% | +13.3% |
| YTD | +27.3% | +102.9% | -75.6% | +11.1% |
| 1Y | +11.2% | +75.6% | -64.4% | -0.7% |
| 3Y | -19.0% | +257.7% | -276.7% | -36.8% |
| 5Y | -38.5% | +156.0% | -194.5% | -50.8% |
| All | +263.3% | +151.6% | +111.7% | +152.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling