+1,714.9%
NXPI vs CAKE
+506.8%
+1,208.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | +0.7% | -1.1% | +1.7% | +1.1% |
| 30D | -6.6% | +0.4% | -7.0% | -7.1% |
| 3M | -25.4% | +59.9% | -85.3% | -38.3% |
| 6M | +11.9% | +75.1% | -63.1% | -11.2% |
| YTD | +4.0% | +115.0% | -111.0% | -23.9% |
| 1Y | +1.0% | +81.6% | -80.6% | -21.5% |
| 3Y | +16.3% | +279.1% | -262.8% | -33.1% |
| 5Y | +17.7% | +170.6% | -152.9% | -26.6% |
| 10Y | +195.8% | +160.3% | +35.5% | +46.6% |
| All | +1,714.9% | +506.8% | +1,208.1% | +322.2% |
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 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