+23.7%
IVZ vs CAKE
+142.0%
-118.3%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.0% |
| 7D | -2.8% | -4.7% | +1.9% | -2.0% |
| 30D | -2.2% | +0.9% | -3.0% | -2.2% |
| 3M | -8.1% | -2.7% | -5.4% | -7.9% |
| 6M | +3.8% | +81.2% | -77.4% | -9.7% |
| YTD | +11.5% | +120.6% | -109.1% | -9.3% |
| 1Y | +23.7% | +142.7% | -119.0% | -1.7% |
| All | +23.7% | +142.0% | -118.3% | -1.7% |
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