+15.3%
ENTG vs CAKE
+157.8%
-142.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.6% | +1.4% |
| 7D | +1.2% | -4.5% | +5.7% | +3.4% |
| 30D | -12.9% | -12.4% | -0.4% | -7.7% |
| 3M | -3.1% | +37.3% | -40.4% | -19.0% |
| 6M | +21.0% | +70.7% | -49.7% | -10.1% |
| YTD | +67.0% | +106.0% | -39.0% | +11.9% |
| 1Y | +68.6% | +79.7% | -11.0% | +20.5% |
| 3Y | +48.6% | +267.8% | -219.1% | -29.5% |
| All | +15.3% | +157.8% | -142.5% | -41.9% |
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