+12.1%
IJH vs CAKE
+135.2%
-123.1%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.1% | +0.2% | -3.4% |
| 7D | -3.4% | -2.1% | -1.3% | -3.1% |
| 30D | -3.1% | +2.3% | -5.4% | -3.4% |
| 3M | -6.6% | +5.4% | -12.0% | -7.4% |
| 6M | -1.6% | +82.5% | -84.1% | -11.3% |
| YTD | +9.5% | +122.0% | -112.6% | -7.0% |
| 1Y | +12.1% | +133.9% | -121.8% | -6.5% |
| All | +12.1% | +135.2% | -123.1% | -6.5% |
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