+84.3%
VZ vs CAKE
+273.8%
-189.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.5% |
| 7D | +0.2% | -1.1% | +1.3% | +0.3% |
| 30D | +7.1% | +0.4% | +6.7% | +7.1% |
| 3M | +12.8% | +59.9% | -47.1% | +10.8% |
| 6M | +1.8% | +75.1% | -73.3% | -0.4% |
| YTD | +30.0% | +115.0% | -85.0% | +26.0% |
| 1Y | +24.3% | +81.6% | -57.3% | +21.2% |
| 3Y | +84.3% | +279.1% | -194.8% | +66.5% |
| All | +84.3% | +273.8% | -189.5% | +66.5% |
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