-40.2%
INTU vs CAKE
+157.8%
-198.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.5% | +1.3% | +2.4% |
| 7D | -3.3% | -4.5% | +1.2% | -2.1% |
| 30D | -3.9% | -12.4% | +8.5% | -0.5% |
| 3M | +16.6% | +37.3% | -20.7% | +5.7% |
| 6M | -26.4% | +70.7% | -97.2% | -37.9% |
| YTD | -51.0% | +106.0% | -157.0% | -61.4% |
| 1Y | -50.8% | +79.7% | -130.4% | -59.6% |
| 3Y | -40.1% | +267.8% | -307.8% | -63.7% |
| All | -40.2% | +157.8% | -198.0% | -62.9% |
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