-33.4%
BAX vs CAKE
+264.8%
-298.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.5% | -0.8% |
| 7D | -5.1% | -4.6% | -0.5% | -3.7% |
| 30D | -12.2% | -6.6% | -5.6% | -10.5% |
| 3M | +21.8% | +52.9% | -31.1% | +5.3% |
| 6M | +36.3% | +65.7% | -29.4% | +14.1% |
| YTD | +27.8% | +107.8% | -80.0% | -0.2% |
| 1Y | -0.1% | +78.5% | -78.5% | -18.8% |
| All | -33.4% | +264.8% | -298.2% | -55.8% |
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 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