+63,447.4%
NFLX vs CAKE
+412.6%
+63,034.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | -0.2% |
| 7D | -8.1% | -4.6% | -3.5% | -7.1% |
| 30D | -0.3% | -6.6% | +6.2% | +1.0% |
| 3M | -6.6% | +52.9% | -59.5% | -16.2% |
| 6M | -22.7% | +65.7% | -88.4% | -32.3% |
| YTD | -18.9% | +107.8% | -126.7% | -33.1% |
| 1Y | -39.8% | +78.5% | -118.3% | -48.7% |
| 3Y | +71.7% | +266.4% | -194.7% | +18.7% |
| 5Y | +27.2% | +159.6% | -132.4% | -6.5% |
| 10Y | +687.9% | +156.6% | +531.3% | +393.7% |
| All | +63,447.4% | +412.6% | +63,034.8% | +23,390.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling