-77.3%
ENPH vs CAKE
+157.8%
-235.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.9% | -2.0% |
| 7D | -0.1% | -4.5% | +4.5% | +1.7% |
| 30D | -10.8% | -12.4% | +1.6% | -6.5% |
| 3M | -33.8% | +37.3% | -71.2% | -42.5% |
| 6M | -16.1% | +70.7% | -86.8% | -33.9% |
| YTD | +13.4% | +106.0% | -92.6% | -16.9% |
| 1Y | -2.6% | +79.7% | -82.3% | -24.8% |
| 3Y | -70.3% | +267.8% | -338.0% | -83.2% |
| All | -77.3% | +157.8% | -235.1% | -86.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling