+162.3%
SOXL vs CAKE
+157.8%
+4.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.5% | +3.7% | +3.7% |
| 7D | +3.9% | -4.5% | +8.4% | +8.8% |
| 30D | -14.3% | -12.4% | -1.9% | -3.7% |
| 3M | -45.6% | +37.3% | -83.0% | -64.8% |
| 6M | +117.2% | +70.7% | +46.5% | +8.9% |
| YTD | +189.8% | +106.0% | +83.9% | +17.1% |
| 1Y | +317.7% | +79.7% | +238.1% | +91.7% |
| 3Y | +478.6% | +267.8% | +210.9% | +20.1% |
| All | +162.3% | +157.8% | +4.5% | -24.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling