+336.5%
ORCL vs CAKE
+151.6%
+184.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.4% | -3.0% | -5.0% |
| 7D | -0.7% | -5.6% | +4.9% | +0.3% |
| 30D | +5.1% | -10.5% | +15.7% | +7.1% |
| 3M | -23.7% | +43.6% | -67.4% | -28.8% |
| 6M | +3.1% | +63.0% | -60.0% | -6.4% |
| YTD | -20.8% | +102.9% | -123.7% | -31.3% |
| 1Y | -52.9% | +75.6% | -128.5% | -58.1% |
| 3Y | +25.4% | +257.7% | -232.3% | -4.1% |
| 5Y | +82.4% | +156.0% | -73.6% | +43.7% |
| All | +336.5% | +151.6% | +184.9% | +197.8% |
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 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