+23,942.6%
BBY vs CAKE
+3,831.8%
+20,110.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.5% | +1.6% | +2.6% |
| 7D | +0.6% | -4.5% | +5.1% | +2.0% |
| 30D | +9.4% | -12.4% | +21.8% | +13.6% |
| 3M | +19.3% | +37.3% | -18.0% | +7.7% |
| 6M | +47.9% | +70.7% | -22.8% | +24.5% |
| YTD | +39.6% | +106.0% | -66.4% | +10.7% |
| 1Y | +22.2% | +79.7% | -57.5% | +0.7% |
| 3Y | +45.0% | +267.8% | -222.8% | -4.8% |
| 5Y | +2.6% | +159.9% | -157.3% | -27.9% |
| 10Y | +250.5% | +154.3% | +96.1% | +113.7% |
| All | +23,942.6% | +3,831.8% | +20,110.8% | +7,228.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling