+52.4%
QCOM vs CAKE
+272.0%
-219.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.5% | +1.1% |
| 7D | +13.0% | -3.8% | +16.8% | +14.0% |
| 30D | +0.2% | -5.2% | +5.4% | +1.5% |
| 3M | +9.2% | -9.2% | +18.4% | +11.4% |
| 6M | -15.0% | +76.6% | -91.6% | -29.5% |
| YTD | +5.2% | +113.6% | -108.4% | -18.7% |
| 1Y | +2.4% | +134.3% | -132.0% | -23.5% |
| All | +52.4% | +272.0% | -219.6% | +2.8% |
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