+2,550.6%
SOXX vs CAKE
+618.6%
+1,932.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.3% | +1.3% |
| 7D | +1.4% | -4.5% | +5.9% | +3.0% |
| 30D | -3.6% | -12.4% | +8.9% | +0.6% |
| 3M | -10.2% | +37.3% | -47.5% | -20.8% |
| 6M | +54.2% | +70.7% | -16.5% | +25.4% |
| YTD | +75.2% | +106.0% | -30.8% | +33.0% |
| 1Y | +107.5% | +79.7% | +27.9% | +64.1% |
| 3Y | +226.8% | +267.8% | -41.0% | +96.2% |
| 5Y | +251.2% | +159.9% | +91.3% | +128.5% |
| 10Y | +1,567.6% | +154.3% | +1,413.3% | +784.7% |
| All | +2,550.6% | +618.6% | +1,932.0% | +557.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling