+22.9%
SBUX vs CAKE
+78.0%
-55.1%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.9% |
| 7D | -5.5% | -4.5% | -0.9% | -4.2% |
| 30D | -8.5% | -12.4% | +4.0% | -5.1% |
| 3M | -2.9% | +37.3% | -40.2% | -12.7% |
| 6M | -1.5% | +70.7% | -72.2% | -18.5% |
| YTD | +19.4% | +106.0% | -86.6% | -8.9% |
| 1Y | +22.9% | +79.7% | -56.7% | -3.2% |
| All | +22.9% | +78.0% | -55.1% | -3.2% |
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