+265.9%
IONQ vs CAKE
+225.2%
+40.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.1% |
| 7D | +0.8% | -4.0% | +4.8% | +2.8% |
| 30D | -1.0% | +2.4% | -3.5% | -2.8% |
| 3M | -39.8% | +69.0% | -108.8% | -55.1% |
| 6M | +6.4% | +69.3% | -62.8% | -20.9% |
| YTD | -11.9% | +115.8% | -127.7% | -43.1% |
| 1Y | -6.2% | +79.3% | -85.5% | -33.8% |
| 3Y | +125.7% | +262.0% | -136.3% | +8.4% |
| 5Y | +296.0% | +165.7% | +130.3% | +97.2% |
| All | +265.9% | +225.2% | +40.8% | +97.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling