+54.1%
ZM vs CAKE
+159.5%
-105.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | 0.0% |
| 7D | -5.7% | -4.5% | -1.1% | -5.5% |
| 30D | -9.1% | -12.4% | +3.3% | -8.6% |
| 3M | +3.5% | +37.3% | -33.8% | +1.8% |
| 6M | +25.7% | +70.7% | -45.1% | +22.2% |
| YTD | +10.8% | +106.0% | -95.2% | +6.5% |
| 1Y | +12.8% | +79.7% | -66.9% | +9.1% |
| 3Y | +33.1% | +267.8% | -234.6% | +25.6% |
| 5Y | -68.3% | +159.9% | -228.2% | -71.2% |
| All | +54.1% | +159.5% | -105.4% | +80.3% |
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