+34.5%
QXO vs CAKE
+155.4%
-121.0%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.4% | -0.2% |
| 7D | -7.8% | -4.5% | -3.3% | -6.7% |
| 30D | -18.1% | -12.4% | -5.7% | -15.5% |
| 3M | -25.8% | +37.3% | -63.1% | -31.7% |
| 6M | -41.7% | +70.7% | -112.4% | -49.2% |
| YTD | -36.2% | +106.0% | -142.2% | -46.8% |
| 1Y | -42.1% | +79.7% | -121.7% | -50.3% |
| 3Y | -46.2% | +267.8% | -313.9% | -62.3% |
| 5Y | -70.7% | +159.9% | -230.6% | -78.5% |
| All | +34.5% | +155.4% | -121.0% | -22.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling