+51.8%
BEN vs CAKE
+155.4%
-103.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.6% | -0.5% |
| 7D | -3.1% | -4.5% | +1.4% | -1.6% |
| 30D | +0.2% | -12.4% | +12.6% | +4.4% |
| 3M | +6.8% | +37.3% | -30.5% | -5.1% |
| 6M | +38.1% | +70.7% | -32.6% | +13.3% |
| YTD | +44.3% | +106.0% | -61.6% | +10.6% |
| 1Y | +42.6% | +79.7% | -37.1% | +13.9% |
| 3Y | +52.3% | +267.8% | -215.5% | -7.0% |
| 5Y | +37.6% | +159.9% | -122.3% | -9.4% |
| All | +51.8% | +155.4% | -103.6% | -19.0% |
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 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