+25.9%
BDX vs CAKE
+76.8%
-50.9%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.6% |
| 7D | -2.5% | -4.0% | +1.5% | -1.8% |
| 30D | +8.3% | +2.4% | +5.8% | +7.7% |
| 3M | +24.4% | +69.0% | -44.6% | +13.9% |
| 6M | +9.2% | +69.3% | -60.1% | -0.2% |
| YTD | +22.7% | +115.8% | -93.1% | +5.5% |
| 1Y | +25.9% | +79.3% | -53.5% | +13.0% |
| All | +25.9% | +76.8% | -50.9% | +13.0% |
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