+2,161.0%
BEN vs CAKE
+3,866.7%
-1,705.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.4% | +1.8% | -0.5% |
| 7D | +3.4% | -4.6% | +7.9% | +4.8% |
| 30D | +1.8% | -6.6% | +8.4% | +3.7% |
| 3M | +8.4% | +52.9% | -44.5% | -6.1% |
| 6M | +35.6% | +65.7% | -30.1% | +14.2% |
| YTD | +46.4% | +107.8% | -61.4% | +14.5% |
| 1Y | +46.3% | +78.5% | -32.2% | +19.5% |
| 3Y | +54.6% | +266.4% | -211.8% | -1.1% |
| 5Y | +39.4% | +159.6% | -120.2% | -4.3% |
| 10Y | +57.6% | +156.6% | -99.0% | -4.7% |
| All | +2,161.0% | +3,866.7% | -1,705.7% | +574.5% |
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 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