-12.3%
BA vs CAKE
+132.7%
-145.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.2% | +1.5% | -1.2% |
| 7D | -0.6% | -3.8% | +3.3% | 0.0% |
| 30D | -8.0% | -5.2% | -2.8% | -7.3% |
| 3M | -25.8% | -9.2% | -16.6% | -25.0% |
| 6M | -27.6% | +76.6% | -104.2% | -34.8% |
| YTD | -21.0% | +113.6% | -134.6% | -33.2% |
| 1Y | -12.3% | +134.3% | -146.6% | -28.2% |
| All | -12.3% | +132.7% | -145.0% | -28.2% |
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