+122.1%
QLD vs CAKE
+168.2%
-46.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | 0.0% |
| 7D | +3.0% | -1.1% | +4.0% | +3.5% |
| 30D | -1.8% | +0.4% | -2.2% | -2.7% |
| 3M | -1.8% | +59.9% | -61.7% | -23.8% |
| 6M | +36.9% | +75.1% | -38.2% | +0.5% |
| YTD | +28.7% | +115.0% | -86.3% | -15.8% |
| 1Y | +41.9% | +81.6% | -39.7% | +0.7% |
| 3Y | +184.2% | +279.1% | -94.9% | +29.0% |
| 5Y | +122.1% | +170.6% | -48.5% | +8.1% |
| All | +122.1% | +168.2% | -46.1% | +8.1% |
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