+33.6%
TSLA vs CAKE
+261.6%
-228.0%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | 0.0% |
| 7D | +3.2% | -4.5% | +7.7% | +4.7% |
| 30D | +11.6% | -12.4% | +24.0% | +15.9% |
| 3M | -8.4% | +37.3% | -45.8% | -19.2% |
| 6M | -10.4% | +70.7% | -81.1% | -27.8% |
| YTD | -18.7% | +106.0% | -124.7% | -40.2% |
| 1Y | -0.9% | +79.7% | -80.6% | -22.8% |
| 3Y | +33.6% | +267.8% | -234.2% | -24.0% |
| All | +33.6% | +261.6% | -228.0% | -24.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling