+6,468.7%
BNY vs CAKE
+3,831.8%
+2,636.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.4% |
| 7D | -1.3% | -4.5% | +3.2% | -0.1% |
| 30D | -0.2% | -12.4% | +12.3% | +3.3% |
| 3M | +14.9% | +37.3% | -22.4% | +4.5% |
| 6M | +40.0% | +70.7% | -30.7% | +19.2% |
| YTD | +42.0% | +106.0% | -64.0% | +14.5% |
| 1Y | +56.9% | +79.7% | -22.8% | +30.8% |
| 3Y | +289.9% | +267.8% | +22.1% | +158.8% |
| 5Y | +259.2% | +159.9% | +99.3% | +151.3% |
| 10Y | +413.3% | +154.3% | +258.9% | +216.3% |
| All | +6,468.7% | +3,831.8% | +2,636.9% | +2,063.7% |
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 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