+105.2%
TQQQ vs CAKE
+157.8%
-52.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.0% | +1.5% |
| 7D | -1.9% | -4.5% | +2.6% | +1.3% |
| 30D | -4.9% | -12.4% | +7.6% | +3.5% |
| 3M | -6.4% | +37.3% | -43.7% | -28.7% |
| 6M | +44.4% | +70.7% | -26.3% | -8.0% |
| YTD | +35.2% | +106.0% | -70.8% | -26.6% |
| 1Y | +49.5% | +79.7% | -30.1% | -10.9% |
| 3Y | +250.7% | +267.8% | -17.1% | +11.7% |
| All | +105.2% | +157.8% | -52.6% | -21.6% |
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