+95.7%
QQQ vs CAKE
+157.8%
-62.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.5% |
| 7D | -0.6% | -4.5% | +4.0% | +0.5% |
| 30D | -1.2% | -12.4% | +11.2% | +1.7% |
| 3M | -0.2% | +37.3% | -37.5% | -8.5% |
| 6M | +17.9% | +70.7% | -52.8% | +1.8% |
| YTD | +16.6% | +106.0% | -89.3% | -4.5% |
| 1Y | +23.0% | +79.7% | -56.7% | +4.0% |
| 3Y | +92.9% | +267.8% | -174.8% | +30.2% |
| All | +95.7% | +157.8% | -62.1% | +35.6% |
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 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