+13,245.4%
GOOG vs CAKE
+402.3%
+12,843.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +1.2% |
| 7D | -2.5% | -5.6% | +3.1% | -1.2% |
| 30D | -3.6% | -10.5% | +6.9% | -1.2% |
| 3M | -6.4% | +43.6% | -50.1% | -14.8% |
| 6M | +7.8% | +63.0% | -55.3% | -5.3% |
| YTD | +5.5% | +102.9% | -97.4% | -12.4% |
| 1Y | +38.3% | +75.6% | -37.4% | +18.4% |
| 3Y | +143.1% | +257.7% | -114.6% | +71.1% |
| 5Y | +135.0% | +156.0% | -21.0% | +73.4% |
| 10Y | +778.1% | +150.5% | +627.5% | +461.1% |
| All | +13,245.4% | +402.3% | +12,843.1% | +6,414.0% |
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