+33.3%
ORCL vs CAKE
+273.8%
-240.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.4% |
| 7D | +15.0% | -1.1% | +16.1% | +15.1% |
| 30D | +10.5% | +0.4% | +10.1% | +10.4% |
| 3M | -23.0% | +59.9% | -82.9% | -27.6% |
| 6M | +7.0% | +75.1% | -68.1% | -1.2% |
| YTD | -15.8% | +115.0% | -130.8% | -26.0% |
| 1Y | -31.1% | +81.6% | -112.7% | -37.0% |
| 3Y | +33.3% | +279.1% | -245.8% | +3.6% |
| All | +33.3% | +273.8% | -240.5% | +3.6% |
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