+22.6%
NVDA vs CAKE
+72.3%
-49.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.4% | -1.3% |
| 7D | -0.3% | -4.6% | +4.2% | -0.9% |
| 30D | +2.8% | -6.6% | +9.4% | +1.8% |
| 3M | +7.4% | +52.9% | -45.5% | +8.0% |
| 6M | +22.6% | +65.7% | -43.1% | +21.2% |
| All | +22.6% | +72.3% | -49.7% | +21.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling