+977.1%
BE vs CAKE
+111.1%
+866.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.4% | +0.5% | -1.5% |
| 7D | +23.9% | -4.6% | +28.5% | +26.3% |
| 30D | +27.8% | -6.6% | +34.4% | +31.2% |
| 3M | +3.7% | +52.9% | -49.2% | -15.4% |
| 6M | +78.0% | +65.7% | +12.2% | +38.9% |
| YTD | +209.9% | +107.8% | +102.1% | +119.8% |
| 1Y | +389.6% | +78.5% | +311.1% | +264.3% |
| 3Y | +1,730.6% | +266.4% | +1,464.2% | +863.2% |
| 5Y | +1,227.8% | +159.6% | +1,068.2% | +679.7% |
| All | +977.1% | +111.1% | +866.1% | +332.2% |
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