+9.8%
BAX vs CAKE
+76.8%
-67.0%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +0.9% |
| 7D | -1.1% | -4.0% | +2.9% | +0.4% |
| 30D | -5.5% | +2.4% | -7.9% | -6.9% |
| 3M | +33.5% | +69.0% | -35.4% | +4.7% |
| 6M | +35.9% | +69.3% | -33.4% | +6.3% |
| YTD | +35.4% | +115.8% | -80.4% | -7.3% |
| 1Y | +9.8% | +79.3% | -69.6% | -19.9% |
| All | +9.8% | +76.8% | -67.0% | -19.9% |
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