+75.8%
BA vs CAKE
+155.4%
-79.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.5% | +1.2% | +2.2% |
| 7D | -0.8% | -4.5% | +3.7% | +1.0% |
| 30D | -9.0% | -12.4% | +3.5% | -4.3% |
| 3M | -5.0% | +37.3% | -42.4% | -17.7% |
| 6M | -1.7% | +70.7% | -72.4% | -22.6% |
| YTD | -3.1% | +106.0% | -109.1% | -29.9% |
| 1Y | -4.3% | +79.7% | -84.0% | -27.1% |
| 3Y | -0.3% | +267.8% | -268.0% | -46.3% |
| 5Y | +0.1% | +159.9% | -159.8% | -40.6% |
| All | +75.8% | +155.4% | -79.6% | -20.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling