+36.5%
EQIX vs CAKE
+157.8%
-121.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.5% | -0.2% | +1.1% |
| 7D | +0.2% | -4.5% | +4.7% | +0.9% |
| 30D | -2.5% | -12.4% | +10.0% | -0.5% |
| 3M | 0.0% | +37.3% | -37.4% | -5.9% |
| 6M | +7.6% | +70.7% | -63.1% | -2.9% |
| YTD | +37.5% | +106.0% | -68.5% | +19.0% |
| 1Y | +32.9% | +79.7% | -46.7% | +18.0% |
| 3Y | +42.8% | +267.8% | -225.0% | +6.6% |
| All | +36.5% | +157.8% | -121.3% | +1.1% |
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 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