+1,428.5%
IBKR vs CAKE
+378.2%
+1,050.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.7% | +1.7% |
| 7D | -1.3% | -4.5% | +3.2% | 0.0% |
| 30D | -0.2% | -12.4% | +12.2% | +3.5% |
| 3M | +3.0% | +37.3% | -34.4% | -7.1% |
| 6M | +33.9% | +70.7% | -36.9% | +12.8% |
| YTD | +42.5% | +106.0% | -63.5% | +13.5% |
| 1Y | +44.9% | +79.7% | -34.8% | +19.5% |
| 3Y | +293.0% | +267.8% | +25.2% | +157.1% |
| 5Y | +497.7% | +159.9% | +337.8% | +313.8% |
| 10Y | +1,004.4% | +154.3% | +850.0% | +547.1% |
| All | +1,428.5% | +378.2% | +1,050.3% | +408.3% |
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 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