+11.3%
NEE vs CAKE
+157.8%
-146.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.3% |
| 7D | -1.3% | -4.5% | +3.2% | -1.0% |
| 30D | -3.3% | -12.4% | +9.1% | -2.5% |
| 3M | -2.3% | +37.3% | -39.6% | -4.7% |
| 6M | -8.9% | +70.7% | -79.6% | -12.8% |
| YTD | +4.8% | +106.0% | -101.2% | -1.6% |
| 1Y | +18.7% | +79.7% | -60.9% | +12.8% |
| 3Y | +33.2% | +267.8% | -234.5% | +17.1% |
| All | +11.3% | +157.8% | -146.5% | -3.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling