-19.0%
ISRG vs CAKE
+78.0%
-97.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.5% | +0.9% | +2.2% |
| 7D | +0.7% | -4.5% | +5.2% | +1.2% |
| 30D | -8.0% | -12.4% | +4.4% | -6.5% |
| 3M | -10.6% | +37.3% | -47.9% | -14.7% |
| 6M | -25.1% | +70.7% | -95.8% | -31.9% |
| YTD | -34.8% | +106.0% | -140.8% | -43.2% |
| 1Y | -19.0% | +79.7% | -98.7% | -25.5% |
| All | -19.0% | +78.0% | -97.0% | -25.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling