-10.2%
TQQQ vs CAKE
+135.2%
-145.4%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.9% | -4.1% | -14.9% | -18.1% |
| 7D | -27.1% | -2.1% | -25.0% | -26.7% |
| 30D | -40.1% | +2.3% | -42.4% | -40.0% |
| 3M | -30.6% | +5.4% | -36.0% | -31.3% |
| 6M | -24.8% | +82.5% | -107.3% | -36.7% |
| YTD | -3.7% | +122.0% | -125.8% | -22.1% |
| 1Y | -10.2% | +133.9% | -144.1% | -28.2% |
| All | -10.2% | +135.2% | -145.4% | -28.2% |
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