+258.5%
BN vs CAKE
+155.4%
+103.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | 0.0% |
| 7D | -5.2% | -4.5% | -0.6% | -3.8% |
| 30D | -14.5% | -12.4% | -2.0% | -11.2% |
| 3M | -15.0% | +37.3% | -52.3% | -23.6% |
| 6M | -5.4% | +70.7% | -76.1% | -20.9% |
| YTD | -16.4% | +106.0% | -122.4% | -34.4% |
| 1Y | -16.2% | +79.7% | -95.9% | -31.7% |
| 3Y | +67.5% | +267.8% | -200.2% | +8.0% |
| 5Y | +34.1% | +159.9% | -125.8% | -8.0% |
| All | +258.5% | +155.4% | +103.0% | +96.2% |
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 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