+48.6%
JBL vs CAKE
+78.0%
-29.4%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.5% | +3.5% | +4.9% |
| 7D | +2.4% | -4.5% | +7.0% | +2.8% |
| 30D | -13.1% | -12.4% | -0.7% | -12.2% |
| 3M | -15.6% | +37.3% | -52.9% | -19.7% |
| 6M | +24.6% | +70.7% | -46.1% | +12.4% |
| YTD | +39.6% | +106.0% | -66.4% | +23.6% |
| 1Y | +48.6% | +79.7% | -31.0% | +25.6% |
| All | +48.6% | +78.0% | -29.4% | +25.6% |
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