+4,022.4%
BDX vs CAKE
+3,772.9%
+249.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.6% |
| 7D | -5.4% | -5.6% | +0.2% | -4.8% |
| 30D | -2.2% | -10.5% | +8.3% | -1.0% |
| 3M | +20.1% | +43.6% | -23.6% | +15.1% |
| 6M | +9.1% | +63.0% | -54.0% | +2.9% |
| YTD | +17.9% | +102.9% | -85.0% | +8.4% |
| 1Y | +22.1% | +75.6% | -53.6% | +13.9% |
| 3Y | -10.5% | +257.7% | -268.3% | -23.5% |
| 5Y | -2.6% | +156.0% | -158.6% | -15.4% |
| 10Y | +57.5% | +150.5% | -93.0% | +27.3% |
| All | +4,022.4% | +3,772.9% | +249.5% | +2,103.0% |
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 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