+24.3%
BMY vs CAKE
+157.8%
-133.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.3% |
| 7D | -4.8% | -4.5% | -0.2% | -4.4% |
| 30D | -0.1% | -12.4% | +12.3% | +0.8% |
| 3M | +13.1% | +37.3% | -24.2% | +10.1% |
| 6M | +8.4% | +70.7% | -62.3% | +3.6% |
| YTD | +22.0% | +106.0% | -84.0% | +14.8% |
| 1Y | +40.3% | +79.7% | -39.4% | +33.3% |
| 3Y | +20.5% | +267.8% | -247.3% | +9.1% |
| All | +24.3% | +157.8% | -133.5% | +13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling