-26.9%
INFY vs CAKE
+76.8%
-103.6%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.4% | -3.6% | -3.3% |
| 7D | -2.9% | -4.0% | +1.1% | -2.4% |
| 30D | -6.2% | +2.4% | -8.7% | -6.9% |
| 3M | -4.9% | +69.0% | -73.9% | -12.1% |
| 6M | -16.6% | +69.3% | -85.9% | -22.9% |
| YTD | -32.9% | +115.8% | -148.7% | -41.6% |
| 1Y | -26.9% | +79.3% | -106.2% | -38.5% |
| All | -26.9% | +76.8% | -103.6% | -38.5% |
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