+70.4%
QCOM vs CAKE
+264.8%
-194.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.4% | +4.7% | +2.1% |
| 7D | +4.4% | -4.6% | +8.9% | +5.5% |
| 30D | +9.4% | -6.6% | +15.9% | +10.9% |
| 3M | -13.7% | +52.9% | -66.6% | -24.4% |
| 6M | +28.9% | +65.7% | -36.9% | +9.5% |
| YTD | +4.7% | +107.8% | -103.1% | -17.7% |
| 1Y | +13.5% | +78.5% | -65.0% | -6.6% |
| All | +70.4% | +264.8% | -194.4% | +17.0% |
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