+53.4%
BHP vs CAKE
+147.7%
-94.3%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.7% | -2.1% | +2.0% |
| 7D | -2.5% | +9.1% | -11.7% | -3.6% |
| 30D | -7.7% | +5.8% | -13.5% | -8.4% |
| 3M | -6.4% | +9.3% | -15.7% | -7.5% |
| 6M | +5.2% | +96.1% | -91.0% | -7.8% |
| YTD | +38.3% | +131.4% | -93.1% | +14.8% |
| 1Y | +53.4% | +146.1% | -92.7% | +25.2% |
| All | +53.4% | +147.7% | -94.3% | +25.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling