-44.6%
INFY vs CAKE
+157.8%
-202.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -9.9% |
| 6M | -18.5% | +70.7% | -89.2% | -26.1% |
| YTD | -36.5% | +106.0% | -142.5% | -44.5% |
| 1Y | -32.8% | +79.7% | -112.4% | -39.9% |
| 3Y | -32.2% | +267.8% | -300.0% | -47.0% |
| All | -44.6% | +157.8% | -202.4% | -57.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling