-32.2%
INFY vs CAKE
+261.6%
-293.8%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | -0.1% | +1.2% |
| 7D | -5.4% | -4.5% | -0.8% | -4.7% |
| 30D | -9.9% | -12.4% | +2.6% | -8.0% |
| 3M | -4.6% | +37.3% | -41.9% | -10.0% |
| 6M | -18.5% | +70.7% | -89.2% | -26.3% |
| YTD | -36.5% | +106.0% | -142.5% | -44.7% |
| 1Y | -32.8% | +79.7% | -112.4% | -40.1% |
| 3Y | -32.2% | +267.8% | -300.0% | -47.3% |
| All | -32.2% | +261.6% | -293.8% | -47.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling