+278.7%
IONQ vs CAKE
+163.4%
+115.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -3.4% | -2.4% | -3.8% |
| 7D | +1.3% | -4.6% | +5.9% | +4.2% |
| 30D | -10.3% | -6.6% | -3.8% | -7.2% |
| 3M | -32.7% | +52.9% | -85.6% | -49.8% |
| 6M | +6.3% | +65.7% | -59.4% | -25.3% |
| YTD | -15.0% | +107.8% | -122.8% | -49.4% |
| 1Y | -13.3% | +78.5% | -91.8% | -43.7% |
| 3Y | +97.2% | +266.4% | -169.2% | -24.5% |
| 5Y | +278.7% | +159.6% | +119.1% | +59.6% |
| All | +278.7% | +163.4% | +115.3% | +59.6% |
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 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