+36.1%
JCI vs CAKE
+76.8%
-40.6%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.9% |
| 7D | +3.8% | -4.0% | +7.8% | +4.1% |
| 30D | -5.7% | +2.4% | -8.1% | -5.7% |
| 3M | -1.4% | +69.0% | -70.4% | -4.8% |
| 6M | +4.1% | +69.3% | -65.1% | -0.2% |
| YTD | +21.7% | +115.8% | -94.0% | +15.2% |
| 1Y | +36.1% | +79.3% | -43.2% | +29.2% |
| All | +36.1% | +76.8% | -40.6% | +29.2% |
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