+31,670.0%
SBUX vs CAKE
+3,772.9%
+27,897.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.5% | -0.1% |
| 7D | -6.2% | -5.6% | -0.6% | -4.6% |
| 30D | -6.4% | -10.5% | +4.1% | -3.4% |
| 3M | +1.0% | +43.6% | -42.6% | -10.0% |
| 6M | -0.4% | +63.0% | -63.4% | -15.0% |
| YTD | +20.0% | +102.9% | -82.9% | -4.4% |
| 1Y | +22.8% | +75.6% | -52.9% | +2.0% |
| 3Y | +12.3% | +257.7% | -245.4% | -26.6% |
| 5Y | -6.4% | +156.0% | -162.4% | -35.0% |
| 10Y | +126.5% | +150.5% | -24.1% | +35.5% |
| All | +31,670.0% | +3,772.9% | +27,897.2% | +9,140.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling