+2,455.9%
IBM vs CAKE
+4,004.5%
-1,548.6%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.8% | -1.1% |
| 7D | +0.3% | -1.1% | +1.4% | +0.5% |
| 30D | -1.5% | +0.4% | -1.9% | -1.8% |
| 3M | -16.8% | +59.9% | -76.7% | -24.2% |
| 6M | -9.0% | +75.1% | -84.1% | -18.8% |
| YTD | -20.1% | +115.0% | -135.1% | -31.5% |
| 1Y | -7.0% | +81.6% | -88.6% | -18.0% |
| 3Y | +72.4% | +279.1% | -206.7% | +30.3% |
| 5Y | +112.0% | +170.6% | -58.7% | +64.9% |
| 10Y | +131.6% | +160.3% | -28.7% | +64.9% |
| All | +2,455.9% | +4,004.5% | -1,548.6% | +1,010.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling