+12.3%
QQQ vs CAKE
+147.7%
-135.4%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.7% | -3.7% | +0.7% |
| 7D | -4.6% | +9.1% | -13.8% | -5.0% |
| 30D | -8.5% | +5.8% | -14.3% | -8.7% |
| 3M | -4.3% | +9.3% | -13.6% | -4.9% |
| 6M | +3.1% | +96.1% | -93.1% | -3.5% |
| YTD | +13.0% | +131.4% | -118.4% | +4.7% |
| 1Y | +12.3% | +146.1% | -133.8% | +3.5% |
| All | +12.3% | +147.7% | -135.4% | +3.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling