+240.3%
IONQ vs CAKE
+210.4%
+29.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.8% | -1.0% |
| 7D | -7.0% | -4.5% | -2.5% | -4.8% |
| 30D | -18.7% | -12.4% | -6.3% | -13.7% |
| 3M | -36.6% | +37.3% | -74.0% | -47.1% |
| 6M | +7.2% | +70.7% | -63.5% | -20.7% |
| YTD | -18.1% | +106.0% | -124.1% | -45.9% |
| 1Y | -21.9% | +79.7% | -101.5% | -45.1% |
| 3Y | +86.7% | +267.8% | -181.0% | -10.6% |
| 5Y | +267.5% | +159.9% | +107.6% | +87.1% |
| All | +240.3% | +210.4% | +29.9% | +88.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling