+299.2%
TEVA vs CAKE
+157.8%
+141.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.5% | +0.5% | +1.6% |
| 7D | +2.0% | -4.5% | +6.5% | +3.3% |
| 30D | +1.0% | -12.4% | +13.4% | +4.4% |
| 3M | +7.3% | +37.3% | -30.0% | -1.8% |
| 6M | +21.7% | +70.7% | -49.0% | +4.6% |
| YTD | +18.8% | +106.0% | -87.1% | -3.2% |
| 1Y | +86.5% | +79.7% | +6.8% | +56.9% |
| 3Y | +269.4% | +267.8% | +1.6% | +141.0% |
| All | +299.2% | +157.8% | +141.4% | +157.0% |
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