+65.9%
BLK vs CAKE
+261.6%
-195.8%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.1% | +1.3% |
| 7D | -3.3% | -4.5% | +1.2% | -2.2% |
| 30D | -6.5% | -12.4% | +5.9% | -3.6% |
| 3M | +6.7% | +37.3% | -30.6% | -2.4% |
| 6M | +14.7% | +70.7% | -56.0% | -1.7% |
| YTD | +2.5% | +106.0% | -103.5% | -16.9% |
| 1Y | -2.8% | +79.7% | -82.4% | -18.4% |
| 3Y | +65.9% | +267.8% | -201.9% | +13.7% |
| All | +65.9% | +261.6% | -195.8% | +13.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling