+63,419.8%
QCOM vs CAKE
+4,018.7%
+59,401.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | +3.3% | -4.0% | +7.3% | +4.4% |
| 30D | +7.7% | +2.4% | +5.3% | +6.8% |
| 3M | -30.1% | +69.0% | -99.0% | -39.4% |
| 6M | +22.8% | +69.3% | -46.4% | +6.2% |
| YTD | +0.2% | +115.8% | -115.6% | -18.8% |
| 1Y | +7.9% | +79.3% | -71.5% | -8.6% |
| 3Y | +55.8% | +262.0% | -206.2% | +8.8% |
| 5Y | +30.1% | +165.7% | -135.6% | -4.5% |
| 10Y | +248.9% | +158.9% | +90.0% | +125.0% |
| All | +63,419.8% | +4,018.7% | +59,401.2% | +17,171.8% |
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 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