+74.1%
QBTS vs CAKE
+220.5%
-146.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.3% | +6.9% | +6.6% |
| 7D | +6.8% | -1.1% | +7.9% | +7.0% |
| 30D | -14.9% | +0.4% | -15.3% | -15.0% |
| 3M | -31.6% | +59.9% | -91.5% | -35.9% |
| 6M | -4.9% | +75.1% | -80.0% | -12.2% |
| YTD | -32.4% | +115.0% | -147.5% | -39.3% |
| 1Y | +14.6% | +81.6% | -67.0% | +4.8% |
| 3Y | +1,839.6% | +279.1% | +1,560.5% | +1,588.6% |
| 5Y | +81.2% | +170.6% | -89.4% | +58.1% |
| All | +74.1% | +220.5% | -146.4% | +56.6% |
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 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