+282.9%
QCOM vs CAKE
+155.4%
+127.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.5% | +1.4% | +2.5% |
| 7D | +7.8% | -4.5% | +12.4% | +9.0% |
| 30D | +12.2% | -12.4% | +24.6% | +15.4% |
| 3M | -9.9% | +37.3% | -47.2% | -17.1% |
| 6M | +36.9% | +70.7% | -33.8% | +19.0% |
| YTD | +8.0% | +106.0% | -97.9% | -10.5% |
| 1Y | +15.0% | +79.7% | -64.6% | -1.8% |
| 3Y | +75.8% | +267.8% | -191.9% | +25.5% |
| 5Y | +42.2% | +159.9% | -117.7% | +6.5% |
| All | +282.9% | +155.4% | +127.5% | +152.2% |
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 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