+31.3%
NFLX vs CAKE
+157.8%
-126.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.3% | +1.4% |
| 7D | -1.1% | -4.5% | +3.4% | +0.1% |
| 30D | +4.3% | -12.4% | +16.7% | +7.6% |
| 3M | -4.8% | +37.3% | -42.1% | -13.2% |
| 6M | -18.4% | +70.7% | -89.1% | -30.4% |
| YTD | -17.4% | +106.0% | -123.4% | -33.7% |
| 1Y | -35.7% | +79.7% | -115.3% | -46.5% |
| 3Y | +73.8% | +267.8% | -194.0% | +6.1% |
| All | +31.3% | +157.8% | -126.5% | -18.8% |
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