+762.0%
FSLR vs CAKE
+392.1%
+369.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.3% | +4.6% | +4.4% |
| 7D | +6.8% | -1.1% | +7.9% | +7.2% |
| 30D | -14.7% | +0.4% | -15.1% | -15.2% |
| 3M | -22.6% | +59.9% | -82.5% | -34.7% |
| 6M | +12.7% | +75.1% | -62.4% | -8.4% |
| YTD | -18.4% | +115.0% | -133.4% | -38.4% |
| 1Y | +4.9% | +81.6% | -76.7% | -16.5% |
| 3Y | +16.4% | +279.1% | -262.7% | -31.0% |
| 5Y | +123.5% | +170.6% | -47.2% | +40.5% |
| 10Y | +454.3% | +160.3% | +294.0% | +183.0% |
| All | +762.0% | +392.1% | +369.9% | +137.2% |
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