+953.6%
VZ vs CAKE
+4,110.1%
-3,156.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.5% |
| 7D | +0.9% | -4.7% | +5.6% | +1.4% |
| 30D | +8.9% | +0.9% | +8.0% | +8.7% |
| 3M | +0.1% | -2.7% | +2.8% | +0.1% |
| 6M | +1.9% | +81.2% | -79.2% | -5.1% |
| YTD | +22.0% | +120.6% | -98.5% | +10.8% |
| 1Y | +22.1% | +142.7% | -120.6% | +9.7% |
| 3Y | +58.7% | +283.3% | -224.6% | +33.2% |
| 5Y | +22.3% | +178.1% | -155.8% | +4.3% |
| 10Y | +71.6% | +133.1% | -61.4% | +39.1% |
| All | +953.6% | +4,110.1% | -3,156.4% | +526.2% |
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 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