+702.8%
TWLO vs CAKE
+153.0%
+549.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.1% | +2.2% |
| 7D | -3.9% | -5.6% | +1.7% | -2.7% |
| 30D | -9.7% | -10.5% | +0.8% | -7.7% |
| 3M | +11.6% | +43.6% | -32.0% | +2.0% |
| 6M | +84.7% | +63.0% | +21.6% | +63.0% |
| YTD | +62.5% | +102.9% | -40.4% | +35.1% |
| 1Y | +121.7% | +75.6% | +46.1% | +90.4% |
| 3Y | +253.0% | +257.7% | -4.7% | +153.4% |
| 5Y | -32.5% | +156.0% | -188.5% | -49.5% |
| 10Y | +312.7% | +150.5% | +162.2% | +154.1% |
| All | +702.8% | +153.0% | +549.8% | +372.6% |
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 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