+223.9%
NXPI vs CAKE
+155.4%
+68.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.5% | +3.0% | +4.0% |
| 7D | +3.9% | -4.5% | +8.4% | +5.2% |
| 30D | +1.4% | -12.4% | +13.8% | +5.1% |
| 3M | -21.5% | +37.3% | -58.9% | -29.5% |
| 6M | +19.4% | +70.7% | -51.3% | -0.3% |
| YTD | +9.9% | +106.0% | -96.0% | -13.5% |
| 1Y | +7.9% | +79.7% | -71.8% | -11.7% |
| 3Y | +22.7% | +267.8% | -245.1% | -20.0% |
| 5Y | +22.1% | +159.9% | -137.8% | -15.1% |
| All | +223.9% | +155.4% | +68.5% | +89.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling