-44.7%
IONQ vs CAKE
+147.7%
-192.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.7% | -6.2% | -1.8% |
| 7D | -8.9% | +9.1% | -18.0% | -9.6% |
| 30D | -31.3% | +5.8% | -37.1% | -31.5% |
| 3M | -29.2% | +9.3% | -38.5% | -29.8% |
| 6M | -35.4% | +96.1% | -131.5% | -41.6% |
| YTD | -34.2% | +131.4% | -165.6% | -42.1% |
| 1Y | -44.7% | +146.1% | -190.7% | -51.7% |
| All | -44.7% | +147.7% | -192.3% | -51.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling