+14,280.4%
INTU vs CAKE
+3,690.6%
+10,589.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.7% | -3.5% |
| 7D | -7.1% | -4.0% | -3.1% | -6.1% |
| 30D | +1.5% | +2.4% | -1.0% | +0.5% |
| 3M | +10.7% | +69.0% | -58.3% | -4.0% |
| 6M | -23.8% | +69.3% | -93.1% | -34.3% |
| YTD | -49.3% | +115.8% | -165.1% | -59.2% |
| 1Y | -49.7% | +79.3% | -129.0% | -57.6% |
| 3Y | -38.0% | +262.0% | -300.0% | -57.8% |
| 5Y | -38.7% | +165.7% | -204.4% | -55.9% |
| 10Y | +221.3% | +158.9% | +62.4% | +100.7% |
| All | +14,280.4% | +3,690.6% | +10,589.8% | +3,639.6% |
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