+45.7%
IONQ vs CAKE
+173.4%
-127.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.7% | -9.2% | -8.0% |
| 7D | -11.5% | +2.5% | -13.9% | -12.6% |
| 30D | -8.1% | -3.1% | -5.0% | -7.1% |
| 3M | -35.8% | -2.2% | -33.6% | -36.0% |
| 6M | -47.7% | +94.1% | -141.8% | -67.4% |
| YTD | -35.6% | +119.4% | -155.1% | -63.8% |
| 1Y | -36.4% | +141.4% | -177.8% | -66.9% |
| 3Y | +150.0% | +273.6% | -123.5% | -9.2% |
| All | +45.7% | +173.4% | -127.7% | -42.6% |
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