-81.0%
QID vs CAKE
+157.8%
-238.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.5% | -3.3% | -1.1% |
| 7D | +1.3% | -4.5% | +5.8% | -0.8% |
| 30D | +2.9% | -12.4% | +15.4% | -3.1% |
| 3M | -0.7% | +37.3% | -38.1% | +16.4% |
| 6M | -29.7% | +70.7% | -100.4% | -6.8% |
| YTD | -27.9% | +106.0% | -133.9% | +6.3% |
| 1Y | -34.6% | +79.7% | -114.2% | -10.1% |
| 3Y | -73.5% | +267.8% | -341.3% | -40.0% |
| All | -81.0% | +157.8% | -238.8% | -54.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling