-8.0%
BA vs CAKE
+76.8%
-84.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.5% | +0.8% |
| 7D | +1.2% | -4.0% | +5.2% | +1.8% |
| 30D | -11.6% | +2.4% | -14.1% | -12.1% |
| 3M | -2.4% | +69.0% | -71.3% | -12.5% |
| 6M | -6.6% | +69.3% | -75.9% | -17.0% |
| YTD | -2.2% | +115.8% | -118.0% | -19.7% |
| 1Y | -8.0% | +79.3% | -87.4% | -18.2% |
| All | -8.0% | +76.8% | -84.8% | -18.2% |
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 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