+360.5%
SOXX vs CAKE
+147.7%
+212.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +4.7% | -7.8% | -3.3% |
| 7D | +158.9% | +9.1% | +149.7% | +157.6% |
| 30D | +129.2% | +5.8% | +123.4% | +128.6% |
| 3M | +149.7% | +9.3% | +140.4% | +147.7% |
| 6M | +193.4% | +96.1% | +97.3% | +157.5% |
| YTD | +351.0% | +131.4% | +219.6% | +280.2% |
| 1Y | +360.5% | +146.1% | +214.4% | +284.1% |
| All | +360.5% | +147.7% | +212.8% | +284.1% |
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