+392.9%
BAC vs CAKE
+155.4%
+237.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.3% |
| 7D | 0.0% | -4.5% | +4.6% | +1.5% |
| 30D | -2.8% | -12.4% | +9.7% | +1.3% |
| 3M | +14.2% | +37.3% | -23.1% | +1.7% |
| 6M | +30.5% | +70.7% | -40.2% | +7.3% |
| YTD | +15.8% | +106.0% | -90.2% | -11.1% |
| 1Y | +26.2% | +79.7% | -53.5% | +0.9% |
| 3Y | +136.5% | +267.8% | -131.3% | +43.1% |
| 5Y | +75.9% | +159.9% | -83.9% | +13.9% |
| All | +392.9% | +155.4% | +237.5% | +147.8% |
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