+2.0%
FISV vs CAKE
+155.4%
-153.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.5% | +3.9% | +5.1% |
| 7D | -2.7% | -4.5% | +1.9% | -1.6% |
| 30D | 0.0% | -12.4% | +12.5% | +2.9% |
| 3M | -2.8% | +37.3% | -40.1% | -10.0% |
| 6M | -11.8% | +70.7% | -82.5% | -22.6% |
| YTD | -23.2% | +106.0% | -129.2% | -35.6% |
| 1Y | -62.0% | +79.7% | -141.6% | -66.8% |
| 3Y | -57.6% | +267.8% | -325.4% | -68.9% |
| 5Y | -53.4% | +159.9% | -213.3% | -64.4% |
| All | +2.0% | +155.4% | -153.4% | -35.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling