+84.8%
OKTA vs CAKE
+261.6%
-176.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.5% | -4.2% | -2.9% |
| 7D | -2.4% | -4.5% | +2.1% | -1.7% |
| 30D | +13.0% | -12.4% | +25.5% | +15.2% |
| 3M | +41.7% | +37.3% | +4.4% | +29.3% |
| 6M | +105.9% | +70.7% | +35.2% | +76.7% |
| YTD | +92.6% | +106.0% | -13.4% | +54.5% |
| 1Y | +81.1% | +79.7% | +1.4% | +51.3% |
| 3Y | +84.8% | +267.8% | -182.9% | +9.0% |
| All | +84.8% | +261.6% | -176.8% | +9.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling