+1,728.6%
QLD vs CAKE
+153.4%
+1,575.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | +0.7% |
| 7D | +1.9% | -4.6% | +6.5% | +3.7% |
| 30D | -1.8% | -6.6% | +4.8% | +0.3% |
| 3M | -0.1% | +52.9% | -53.0% | -16.6% |
| 6M | +32.6% | +65.7% | -33.2% | +6.6% |
| YTD | +27.9% | +107.8% | -79.9% | -6.3% |
| 1Y | +40.3% | +78.5% | -38.2% | +8.3% |
| 3Y | +182.5% | +266.4% | -83.9% | +61.7% |
| 5Y | +122.5% | +159.6% | -37.1% | +40.7% |
| 10Y | +1,728.6% | +156.6% | +1,572.0% | +791.7% |
| All | +1,728.6% | +153.4% | +1,575.2% | +791.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling