+21,775.7%
ISRG vs CAKE
+1,092.3%
+20,683.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | +0.1% |
| 7D | -2.0% | +2.5% | -4.5% | -2.7% |
| 30D | +5.6% | -3.1% | +8.6% | +6.3% |
| 3M | +10.5% | -2.2% | +12.8% | +10.7% |
| 6M | +2.6% | +94.1% | -91.4% | -14.8% |
| YTD | -21.7% | +119.4% | -141.1% | -37.4% |
| 1Y | -21.6% | +141.4% | -162.9% | -38.9% |
| 3Y | +57.0% | +273.6% | -216.5% | +6.3% |
| 5Y | +25.0% | +177.7% | -152.7% | -11.6% |
| 10Y | +542.1% | +131.9% | +410.2% | +308.8% |
| All | +21,775.7% | +1,092.3% | +20,683.3% | +10,643.5% |
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 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