+18,477.8%
BN vs CAKE
+3,866.7%
+14,611.2%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.4% | -1.2% |
| 7D | -3.0% | -4.6% | +1.6% | -2.0% |
| 30D | -13.0% | -6.6% | -6.4% | -11.8% |
| 3M | -15.2% | +52.9% | -68.1% | -23.4% |
| 6M | -5.9% | +65.7% | -71.7% | -16.7% |
| YTD | -15.8% | +107.8% | -123.6% | -29.3% |
| 1Y | -12.2% | +78.5% | -90.7% | -23.9% |
| 3Y | +72.2% | +266.4% | -194.2% | +26.3% |
| 5Y | +33.2% | +159.6% | -126.4% | +2.6% |
| 10Y | +264.7% | +156.6% | +108.1% | +155.1% |
| All | +18,477.8% | +3,866.7% | +14,611.2% | +9,402.9% |
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