+889.8%
NVDA vs CAKE
+157.8%
+732.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.6% | -0.5% |
| 7D | -5.1% | -4.5% | -0.6% | -3.6% |
| 30D | -2.5% | -12.4% | +10.0% | +1.5% |
| 3M | +6.7% | +37.3% | -30.7% | -6.5% |
| 6M | +17.6% | +70.7% | -53.1% | -6.0% |
| YTD | +17.3% | +106.0% | -88.7% | -13.6% |
| 1Y | +23.5% | +79.7% | -56.1% | -4.6% |
| 3Y | +384.6% | +267.8% | +116.8% | +159.2% |
| All | +889.8% | +157.8% | +732.0% | +455.1% |
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