-91.6%
SOXS vs CAKE
+147.7%
-239.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +4.7% | +4.1% | +9.5% |
| 7D | +46.7% | +9.1% | +37.5% | +48.8% |
| 30D | +97.0% | +5.8% | +91.1% | +98.2% |
| 3M | +39.5% | +9.3% | +30.2% | +42.7% |
| 6M | -54.9% | +96.1% | -151.0% | -34.0% |
| YTD | -90.4% | +131.4% | -221.8% | -83.5% |
| 1Y | -91.6% | +146.1% | -237.7% | -85.2% |
| All | -91.6% | +147.7% | -239.3% | -85.2% |
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