-45.1%
INFQ vs CAKE
+96.0%
-141.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.7% | -3.3% | +1.0% |
| 7D | -11.1% | +9.1% | -20.2% | -11.9% |
| 30D | -32.4% | +5.8% | -38.2% | -32.7% |
| 3M | -25.3% | +9.3% | -34.6% | -26.3% |
| 6M | -30.3% | +96.1% | -126.4% | -45.2% |
| All | -45.1% | +96.0% | -141.1% | -55.7% |
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 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