-21.8%
IDXX vs CAKE
+78.0%
-99.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.6% |
| 7D | -5.7% | -4.5% | -1.2% | -5.0% |
| 30D | -11.5% | -12.4% | +0.9% | -9.6% |
| 3M | -9.5% | +37.3% | -46.9% | -14.8% |
| 6M | -16.0% | +70.7% | -86.7% | -24.7% |
| YTD | -25.4% | +106.0% | -131.4% | -33.7% |
| 1Y | -21.8% | +79.7% | -101.4% | -30.3% |
| All | -21.8% | +78.0% | -99.8% | -30.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling