+41.3%
SBUX vs CAKE
+147.7%
-106.3%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.7% | 0.0% | +3.4% |
| 7D | +6.3% | +9.1% | -2.8% | +3.7% |
| 30D | +16.2% | +5.8% | +10.3% | +14.2% |
| 3M | +5.1% | +9.3% | -4.2% | +2.0% |
| 6M | +5.7% | +96.1% | -90.4% | -16.4% |
| YTD | +32.6% | +131.4% | -98.8% | -5.5% |
| 1Y | +41.3% | +146.1% | -104.7% | -3.5% |
| All | +41.3% | +147.7% | -106.3% | -3.5% |
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