+9,127.5%
QLD vs CAKE
+421.1%
+8,706.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | 0.0% | +0.1% |
| 7D | +0.6% | -4.0% | +4.6% | +2.6% |
| 30D | -0.1% | +2.4% | -2.6% | -2.0% |
| 3M | -8.4% | +69.0% | -77.3% | -31.3% |
| 6M | +32.2% | +69.3% | -37.1% | -1.6% |
| YTD | +28.9% | +115.8% | -86.9% | -15.8% |
| 1Y | +43.8% | +79.3% | -35.5% | +2.2% |
| 3Y | +176.6% | +262.0% | -85.4% | +32.6% |
| 5Y | +121.6% | +165.7% | -44.1% | +19.9% |
| 10Y | +1,652.9% | +158.9% | +1,494.0% | +611.1% |
| All | +9,127.5% | +421.1% | +8,706.4% | +1,718.6% |
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