+22.4%
ZM vs CAKE
+76.8%
-54.4%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.4% | +2.9% | +3.3% |
| 7D | +2.9% | -4.0% | +7.0% | +2.8% |
| 30D | +0.7% | +2.4% | -1.7% | +0.3% |
| 3M | -3.7% | +69.0% | -72.7% | -3.4% |
| 6M | +29.9% | +69.3% | -39.4% | +30.6% |
| YTD | +17.4% | +115.8% | -98.3% | +13.7% |
| 1Y | +22.4% | +79.3% | -57.0% | +18.9% |
| All | +22.4% | +76.8% | -54.4% | +18.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling