-100.0%
QID vs CAKE
+437.4%
-537.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.5% | -3.3% | -1.0% |
| 7D | +1.3% | -4.5% | +5.8% | -1.0% |
| 30D | +2.9% | -12.4% | +15.4% | -3.5% |
| 3M | -0.7% | +37.3% | -38.1% | +16.6% |
| 6M | -29.7% | +70.7% | -100.4% | -6.7% |
| YTD | -27.9% | +106.0% | -133.9% | +6.0% |
| 1Y | -34.6% | +79.7% | -114.2% | -9.9% |
| 3Y | -73.5% | +267.8% | -341.3% | -42.0% |
| 5Y | -81.0% | +159.9% | -240.9% | -58.6% |
| 10Y | -99.2% | +154.3% | -253.5% | -97.4% |
| All | -100.0% | +437.4% | -537.4% | -99.8% |
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