+1,450.1%
QLD vs CAKE
+138.9%
+1,311.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -0.6% |
| 7D | -3.8% | -1.0% | -2.8% | -3.3% |
| 30D | -20.5% | +0.6% | -21.1% | -20.9% |
| 3M | -14.6% | -1.6% | -13.0% | -14.8% |
| 6M | -14.7% | +78.3% | -93.0% | -33.5% |
| YTD | +11.2% | +118.8% | -107.6% | -20.6% |
| 1Y | +7.1% | +140.3% | -133.2% | -26.5% |
| 3Y | +141.1% | +280.3% | -139.2% | +35.7% |
| 5Y | +84.3% | +171.9% | -87.6% | +14.4% |
| 10Y | +1,450.1% | +135.1% | +1,315.0% | +677.2% |
| All | +1,450.1% | +138.9% | +1,311.2% | +677.2% |
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