+1,003.0%
BE vs CAKE
+109.2%
+893.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.5% | +5.2% | +6.0% |
| 7D | +9.0% | -4.5% | +13.6% | +11.3% |
| 30D | +16.3% | -12.4% | +28.7% | +22.6% |
| 3M | +10.8% | +37.3% | -26.5% | -5.0% |
| 6M | +73.2% | +70.7% | +2.5% | +33.6% |
| YTD | +217.4% | +106.0% | +111.4% | +126.0% |
| 1Y | +309.8% | +79.7% | +230.1% | +204.3% |
| 3Y | +1,726.2% | +267.8% | +1,458.4% | +859.9% |
| 5Y | +1,306.2% | +159.9% | +1,146.3% | +726.1% |
| All | +1,003.0% | +109.2% | +893.8% | +344.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling