-0.4%
ENPH vs CAKE
+76.8%
-77.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | 0.0% |
| 7D | -2.4% | -4.0% | +1.6% | -0.8% |
| 30D | -6.6% | +2.4% | -9.1% | -8.2% |
| 3M | -46.8% | +69.0% | -115.8% | -60.8% |
| 6M | -14.7% | +69.3% | -84.0% | -38.1% |
| YTD | +13.5% | +115.8% | -102.3% | -31.2% |
| 1Y | -0.4% | +79.3% | -79.8% | -39.8% |
| All | -0.4% | +76.8% | -77.2% | -39.8% |
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