+15.0%
QCOM vs CAKE
+78.0%
-63.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.5% | +1.4% | +2.7% |
| 7D | +7.8% | -4.5% | +12.4% | +8.3% |
| 30D | +12.2% | -12.4% | +24.6% | +13.7% |
| 3M | -9.9% | +37.3% | -47.2% | -15.2% |
| 6M | +36.9% | +70.7% | -33.8% | +21.3% |
| YTD | +8.0% | +106.0% | -97.9% | -10.2% |
| 1Y | +15.0% | +79.7% | -64.6% | -3.4% |
| All | +15.0% | +78.0% | -63.0% | -3.4% |
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