+140.1%
GOOGL vs CAKE
+157.8%
-17.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.3% | +1.4% |
| 7D | 0.0% | -4.5% | +4.5% | +1.1% |
| 30D | -1.4% | -12.4% | +11.0% | +1.5% |
| 3M | -5.3% | +37.3% | -42.7% | -12.6% |
| 6M | +9.8% | +70.7% | -60.9% | -4.3% |
| YTD | +8.4% | +106.0% | -97.6% | -10.2% |
| 1Y | +41.2% | +79.7% | -38.5% | +20.6% |
| 3Y | +149.6% | +267.8% | -118.2% | +72.4% |
| All | +140.1% | +157.8% | -17.7% | +69.9% |
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