+136.0%
GOOG vs CAKE
+157.8%
-21.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +1.2% |
| 7D | 0.0% | -4.5% | +4.6% | +1.1% |
| 30D | -2.0% | -12.4% | +10.5% | +0.9% |
| 3M | -5.9% | +37.3% | -43.2% | -13.2% |
| 6M | +8.9% | +70.7% | -61.8% | -5.2% |
| YTD | +7.1% | +106.0% | -98.9% | -11.5% |
| 1Y | +39.7% | +79.7% | -40.0% | +19.1% |
| 3Y | +145.8% | +267.8% | -121.9% | +69.1% |
| All | +136.0% | +157.8% | -21.8% | +66.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling