+4,184.7%
FISV vs CAKE
+3,772.9%
+411.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +2.9% | +1.1% |
| 7D | -7.2% | -5.6% | -1.6% | -6.1% |
| 30D | -7.2% | -10.5% | +3.3% | -5.2% |
| 3M | -8.2% | +43.6% | -51.8% | -15.3% |
| 6M | -17.7% | +63.0% | -80.7% | -26.4% |
| YTD | -27.2% | +102.9% | -130.0% | -37.9% |
| 1Y | -63.0% | +75.6% | -138.6% | -67.1% |
| 3Y | -59.8% | +257.7% | -317.5% | -69.8% |
| 5Y | -55.8% | +156.0% | -211.8% | -65.6% |
| 10Y | -2.4% | +150.5% | -152.9% | -31.8% |
| All | +4,184.7% | +3,772.9% | +411.8% | +1,809.7% |
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