+357.4%
SOXL vs CAKE
+76.8%
+280.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.4% | +9.5% | +9.8% |
| 7D | +5.3% | -4.0% | +9.3% | +6.2% |
| 30D | -11.2% | +2.4% | -13.6% | -12.1% |
| 3M | -55.4% | +69.0% | -124.3% | -66.0% |
| 6M | +107.1% | +69.3% | +37.9% | +53.8% |
| YTD | +179.0% | +115.8% | +63.3% | +89.2% |
| 1Y | +357.4% | +79.3% | +278.0% | +219.7% |
| All | +357.4% | +76.8% | +280.6% | +219.7% |
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