+134.1%
BP vs CAKE
+155.4%
-21.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.3% |
| 7D | +5.2% | -4.5% | +9.8% | +6.2% |
| 30D | +8.7% | -12.4% | +21.1% | +11.6% |
| 3M | +9.3% | +37.3% | -28.0% | +1.3% |
| 6M | +13.6% | +70.7% | -57.1% | -0.5% |
| YTD | +37.7% | +106.0% | -68.3% | +15.2% |
| 1Y | +40.6% | +79.7% | -39.0% | +21.0% |
| 3Y | +40.3% | +267.8% | -227.4% | -1.1% |
| 5Y | +141.4% | +159.9% | -18.5% | +77.3% |
| All | +134.1% | +155.4% | -21.3% | +39.5% |
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