+90.1%
OKTA vs CAKE
+76.8%
+13.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | +0.1% |
| 7D | +2.6% | -4.0% | +6.6% | +2.2% |
| 30D | +16.0% | +2.4% | +13.6% | +15.1% |
| 3M | +38.2% | +69.0% | -30.8% | +33.1% |
| 6M | +137.8% | +69.3% | +68.5% | +129.3% |
| YTD | +97.3% | +115.8% | -18.5% | +80.8% |
| 1Y | +90.1% | +79.3% | +10.8% | +92.0% |
| All | +90.1% | +76.8% | +13.3% | +92.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling