+105.6%
IONQ vs CAKE
+277.5%
-171.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.6% |
| 7D | +7.1% | -1.1% | +8.2% | +7.6% |
| 30D | -8.9% | +0.4% | -9.3% | -9.7% |
| 3M | -35.6% | +59.9% | -95.5% | -51.2% |
| 6M | +13.3% | +75.1% | -61.8% | -19.3% |
| YTD | -9.8% | +115.0% | -124.8% | -44.5% |
| 1Y | -1.3% | +81.6% | -82.9% | -32.9% |
| All | +105.6% | +277.5% | -171.9% | -30.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling