-50.2%
ORCL vs CAKE
+78.8%
-129.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.8% | -0.8% |
| 7D | +10.9% | -4.6% | +15.5% | +10.5% |
| 30D | +7.0% | -6.6% | +13.6% | +6.4% |
| 3M | -21.2% | +52.9% | -74.1% | -15.7% |
| 6M | +7.4% | +65.7% | -58.4% | +15.1% |
| YTD | -16.3% | +107.8% | -124.1% | -10.3% |
| All | -50.2% | +78.8% | -129.1% | -47.2% |
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 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