+247.9%
SOXX vs CAKE
+157.8%
+90.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.3% | +1.4% |
| 7D | +1.4% | -4.5% | +5.9% | +2.9% |
| 30D | -3.6% | -12.4% | +8.9% | +0.5% |
| 3M | -10.2% | +37.3% | -47.5% | -21.0% |
| 6M | +54.2% | +70.7% | -16.5% | +24.3% |
| YTD | +75.2% | +106.0% | -30.8% | +31.0% |
| 1Y | +107.5% | +79.7% | +27.9% | +62.4% |
| 3Y | +226.8% | +267.8% | -41.0% | +88.6% |
| All | +247.9% | +157.8% | +90.1% | +111.2% |
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 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