+58.2%
QQQI vs CAKE
+216.3%
-158.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.7% |
| 7D | -0.3% | -4.5% | +4.2% | +0.3% |
| 30D | -0.3% | -12.4% | +12.2% | +1.5% |
| 3M | +1.3% | +37.3% | -36.0% | -4.2% |
| 6M | +11.5% | +70.7% | -59.2% | +0.9% |
| YTD | +11.3% | +106.0% | -94.7% | -3.1% |
| 1Y | +16.9% | +79.7% | -62.8% | +4.4% |
| All | +58.2% | +216.3% | -158.1% | +26.4% |
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