+92.5%
INFY vs CAKE
+159.9%
-67.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.4% | +2.4% | +4.4% |
| 7D | -0.9% | -2.2% | +1.4% | -0.5% |
| 30D | -4.1% | -7.2% | +3.2% | -2.9% |
| 3M | -1.2% | +40.1% | -41.3% | -6.9% |
| 6M | -10.7% | +84.1% | -94.8% | -19.9% |
| YTD | -33.5% | +110.9% | -144.4% | -41.8% |
| 1Y | -29.1% | +89.4% | -118.5% | -36.9% |
| 3Y | -29.6% | +272.1% | -301.7% | -44.9% |
| 5Y | -42.1% | +163.4% | -205.4% | -53.4% |
| 10Y | +92.5% | +161.3% | -68.8% | +30.5% |
| All | +92.5% | +159.9% | -67.5% | +30.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling