+4,477.6%
SMCI vs CAKE
+399.1%
+4,078.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.5% | +5.8% | +6.8% |
| 7D | +1.3% | -4.5% | +5.8% | +2.9% |
| 30D | +6.6% | -12.4% | +19.1% | +11.0% |
| 3M | +25.4% | +37.3% | -11.9% | +11.2% |
| 6M | +26.1% | +70.7% | -44.6% | +3.1% |
| YTD | +37.0% | +106.0% | -69.0% | +4.7% |
| 1Y | -8.8% | +79.7% | -88.4% | -27.4% |
| 3Y | +44.6% | +267.8% | -223.2% | -13.0% |
| 5Y | +995.9% | +159.9% | +836.0% | +601.8% |
| 10Y | +1,801.4% | +154.3% | +1,647.0% | +905.7% |
| All | +4,477.6% | +399.1% | +4,078.5% | +1,146.4% |
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 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