+233.0%
EQIX vs CAKE
+764.8%
-531.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.5% | -1.2% |
| 7D | -1.6% | -5.6% | +4.0% | -0.2% |
| 30D | -0.4% | -10.5% | +10.2% | +2.3% |
| 3M | -0.9% | +43.6% | -44.6% | -10.5% |
| 6M | +8.1% | +63.0% | -54.9% | -6.0% |
| YTD | +35.7% | +102.9% | -67.2% | +10.9% |
| 1Y | +34.0% | +75.6% | -41.7% | +13.2% |
| 3Y | +41.4% | +257.7% | -216.3% | -3.9% |
| 5Y | +34.0% | +156.0% | -122.0% | -4.9% |
| 10Y | +242.4% | +150.5% | +91.8% | +98.7% |
| All | +233.0% | +764.8% | -531.8% | +10.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling