-23.2%
QXO vs CAKE
+145.1%
-168.4%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +4.7% | +3.4% | +6.1% |
| 7D | +16.6% | +9.1% | +7.4% | +12.5% |
| 30D | +6.6% | +5.8% | +0.7% | +4.1% |
| 3M | -17.5% | +9.3% | -26.8% | -21.0% |
| 6M | -33.8% | +96.1% | -129.9% | -54.0% |
| YTD | -34.4% | +131.4% | -165.8% | -59.4% |
| All | -23.2% | +145.1% | -168.4% | -54.2% |
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