+2,383.0%
INFY vs CAKE
+1,886.2%
+496.7%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | -0.1% | +1.1% |
| 7D | -5.4% | -4.5% | -0.8% | -4.3% |
| 30D | -9.9% | -12.4% | +2.6% | -7.0% |
| 3M | -4.6% | +37.3% | -41.9% | -12.5% |
| 6M | -18.5% | +70.7% | -89.2% | -29.7% |
| YTD | -36.5% | +106.0% | -142.5% | -48.0% |
| 1Y | -32.8% | +79.7% | -112.4% | -43.1% |
| 3Y | -32.2% | +267.8% | -300.0% | -53.7% |
| 5Y | -44.7% | +159.9% | -204.6% | -60.6% |
| 10Y | +82.3% | +154.3% | -72.0% | +10.0% |
| All | +2,383.0% | +1,886.2% | +496.7% | +778.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling