+136.0%
BAC vs CAKE
+256.2%
-120.2%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.4% |
| 7D | -0.3% | -5.6% | +5.4% | +1.1% |
| 30D | -1.8% | -10.5% | +8.8% | +0.8% |
| 3M | +15.3% | +43.6% | -28.3% | +4.0% |
| 6M | +30.2% | +63.0% | -32.9% | +12.8% |
| YTD | +15.6% | +102.9% | -87.3% | -6.3% |
| 1Y | +27.5% | +75.6% | -48.2% | +7.6% |
| All | +136.0% | +256.2% | -120.2% | +53.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling