+93.9%
ILMN vs CAKE
+147.7%
-53.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +4.7% | -9.6% | -5.1% |
| 7D | -21.6% | +9.1% | -30.7% | -21.8% |
| 30D | -22.9% | +5.8% | -28.7% | -23.1% |
| 3M | +11.6% | +9.3% | +2.3% | +10.9% |
| 6M | +62.5% | +96.1% | -33.6% | +48.3% |
| YTD | +72.7% | +131.4% | -58.7% | +43.3% |
| 1Y | +93.9% | +146.1% | -52.2% | +55.2% |
| All | +93.9% | +147.7% | -53.8% | +55.2% |
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