+760.2%
IVV vs CAKE
+993.8%
-233.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.2% | -1.1% |
| 7D | +2.6% | +2.5% | +0.1% | +1.9% |
| 30D | -2.0% | -3.1% | +1.1% | -1.4% |
| 3M | -2.8% | -2.2% | -0.6% | -2.8% |
| 6M | +2.2% | +94.1% | -91.9% | -14.1% |
| YTD | +11.5% | +119.4% | -107.9% | -9.6% |
| 1Y | +13.5% | +141.4% | -127.9% | -10.2% |
| 3Y | +78.1% | +273.6% | -195.5% | +23.4% |
| 5Y | +73.1% | +177.7% | -104.6% | +24.3% |
| 10Y | +310.4% | +131.9% | +178.6% | +167.2% |
| All | +760.2% | +993.8% | -233.6% | +214.4% |
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 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