+1,016.3%
VZ vs CAKE
+4,018.7%
-3,002.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -0.9% |
| 7D | +0.1% | -4.0% | +4.1% | +0.5% |
| 30D | +7.9% | +2.4% | +5.5% | +7.5% |
| 3M | +13.6% | +69.0% | -55.3% | +6.9% |
| 6M | +1.1% | +69.3% | -68.2% | -5.1% |
| YTD | +29.3% | +115.8% | -86.5% | +17.9% |
| 1Y | +21.2% | +79.3% | -58.1% | +12.7% |
| 3Y | +75.9% | +262.0% | -186.1% | +48.8% |
| 5Y | +24.1% | +165.7% | -141.6% | +6.4% |
| 10Y | +62.4% | +158.9% | -96.5% | +30.1% |
| All | +1,016.3% | +4,018.7% | -3,002.3% | +566.3% |
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