+40.9%
REGN vs CAKE
+135.2%
-94.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.1% | +1.1% | -2.6% |
| 7D | +10.3% | -2.1% | +12.4% | +10.5% |
| 30D | +22.2% | +2.3% | +19.9% | +21.9% |
| 3M | +17.6% | +5.4% | +12.2% | +16.6% |
| 6M | +28.9% | +82.5% | -53.6% | +19.1% |
| YTD | +17.4% | +122.0% | -104.6% | +4.9% |
| 1Y | +40.9% | +133.9% | -93.0% | +23.2% |
| All | +40.9% | +135.2% | -94.3% | +23.2% |
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