-61.1%
FISV vs CAKE
+76.8%
-137.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.3% |
| 7D | -0.3% | -4.0% | +3.7% | +1.5% |
| 30D | -2.1% | +2.4% | -4.5% | -4.2% |
| 3M | -5.7% | +69.0% | -74.7% | -31.3% |
| 6M | -15.3% | +69.3% | -84.6% | -38.5% |
| YTD | -21.1% | +115.8% | -136.9% | -57.1% |
| 1Y | -61.1% | +79.3% | -140.4% | -70.3% |
| All | -61.1% | +76.8% | -137.9% | -70.3% |
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