+374.7%
ISRG vs CAKE
+151.6%
+223.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.4% | +4.4% | +2.6% |
| 7D | -2.5% | -5.6% | +3.1% | -1.3% |
| 30D | -10.2% | -10.5% | +0.4% | -8.1% |
| 3M | -12.5% | +43.6% | -56.1% | -19.9% |
| 6M | -25.8% | +63.0% | -88.9% | -34.2% |
| YTD | -36.4% | +102.9% | -139.2% | -46.5% |
| 1Y | -19.9% | +75.6% | -95.5% | -30.5% |
| 3Y | +20.9% | +257.7% | -236.8% | -12.7% |
| 5Y | +5.7% | +156.0% | -150.3% | -20.4% |
| All | +374.7% | +151.6% | +223.1% | +202.4% |
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