+172.1%
NXT vs CAKE
+192.5%
-20.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.4% | +1.5% |
| 7D | -1.9% | -4.5% | +2.6% | -0.7% |
| 30D | -20.0% | -12.4% | -7.6% | -17.5% |
| 3M | -30.7% | +37.3% | -68.1% | -37.2% |
| 6M | -29.0% | +70.7% | -99.7% | -40.2% |
| YTD | -4.8% | +106.0% | -110.8% | -24.1% |
| 1Y | +22.8% | +79.7% | -56.9% | +1.5% |
| 3Y | +93.9% | +267.8% | -173.8% | +22.4% |
| All | +172.1% | +192.5% | -20.4% | +74.8% |
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