-3.7%
FISV vs CAKE
+147.7%
-151.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.7% | +1.6% | +5.4% |
| 7D | +29.6% | +9.1% | +20.5% | +27.3% |
| 30D | +34.5% | +5.8% | +28.6% | +32.8% |
| 3M | +11.2% | +9.3% | +1.9% | +8.3% |
| 6M | -1.2% | +96.1% | -97.3% | -17.4% |
| YTD | -7.6% | +131.4% | -139.1% | -26.4% |
| 1Y | -3.7% | +146.1% | -149.8% | -25.4% |
| All | -3.7% | +147.7% | -151.4% | -25.4% |
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