+4.5%
QQQM vs CAKE
+135.2%
-130.7%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -4.1% | -2.3% | -6.1% |
| 7D | -9.4% | -2.1% | -7.3% | -9.2% |
| 30D | -14.7% | +2.3% | -17.0% | -14.7% |
| 3M | -9.6% | +5.4% | -15.0% | -9.9% |
| 6M | -4.7% | +82.5% | -87.2% | -10.0% |
| YTD | +5.9% | +122.0% | -116.2% | -1.4% |
| 1Y | +4.5% | +133.9% | -129.4% | -3.1% |
| All | +4.5% | +135.2% | -130.7% | -3.1% |
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 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