+31,591.3%
ORCL vs CAKE
+4,088.6%
+27,502.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.7% | -4.1% | -2.0% |
| 7D | +8.0% | +2.5% | +5.5% | +7.4% |
| 30D | -4.0% | -3.1% | -0.9% | -3.6% |
| 3M | -19.5% | -2.2% | -17.3% | -19.4% |
| 6M | -33.5% | +94.1% | -127.5% | -43.6% |
| YTD | -34.8% | +119.4% | -154.3% | -46.8% |
| 1Y | -41.6% | +141.4% | -183.0% | -53.6% |
| 3Y | +13.8% | +273.6% | -259.8% | -20.0% |
| 5Y | +43.4% | +177.7% | -134.3% | +4.1% |
| 10Y | +268.8% | +131.9% | +137.0% | +144.4% |
| All | +31,591.3% | +4,088.6% | +27,502.8% | +9,476.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling