-0.3%
BA vs CAKE
+168.2%
-168.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | +2.5% | -1.1% | +3.5% | +2.8% |
| 30D | -10.1% | +0.4% | -10.5% | -10.5% |
| 3M | -2.4% | +59.9% | -62.3% | -17.9% |
| 6M | -8.8% | +75.1% | -83.9% | -26.1% |
| YTD | -2.9% | +115.0% | -118.0% | -27.4% |
| 1Y | -8.8% | +81.6% | -90.4% | -27.7% |
| 3Y | -0.3% | +279.1% | -279.4% | -42.3% |
| 5Y | -0.3% | +170.6% | -170.9% | -37.6% |
| All | -0.3% | +168.2% | -168.5% | -37.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling