+55.9%
SOXL vs CAKE
+147.7%
-91.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.7% | -13.5% | -9.6% |
| 7D | -37.9% | +9.1% | -47.0% | -39.0% |
| 30D | -59.4% | +5.8% | -65.2% | -59.8% |
| 3M | -52.3% | +9.3% | -61.6% | -53.6% |
| 6M | -47.7% | +96.1% | -143.8% | -65.3% |
| YTD | +58.8% | +131.4% | -72.7% | -5.8% |
| 1Y | +55.9% | +146.1% | -90.2% | -10.5% |
| All | +55.9% | +147.7% | -91.8% | -10.5% |
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