+40.6%
BP vs CAKE
+78.0%
-37.4%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | +0.1% |
| 7D | +5.2% | -4.5% | +9.8% | +5.2% |
| 30D | +8.7% | -12.4% | +21.1% | +8.6% |
| 3M | +9.3% | +37.3% | -28.0% | +10.2% |
| 6M | +13.6% | +70.7% | -57.1% | +15.1% |
| YTD | +37.7% | +106.0% | -68.3% | +37.1% |
| 1Y | +40.6% | +79.7% | -39.0% | +39.4% |
| All | +40.6% | +78.0% | -37.4% | +39.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling