+1,662.7%
BP vs CAKE
+4,004.5%
-2,341.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.8% | +2.5% |
| 7D | +0.9% | -1.1% | +2.0% | +1.1% |
| 30D | +9.1% | +0.4% | +8.7% | +8.9% |
| 3M | +3.9% | +59.9% | -56.0% | -4.1% |
| 6M | +13.6% | +75.1% | -61.4% | +2.9% |
| YTD | +34.0% | +115.0% | -81.0% | +17.2% |
| 1Y | +39.2% | +81.6% | -42.4% | +24.7% |
| 3Y | +36.4% | +279.1% | -242.7% | +6.5% |
| 5Y | +135.8% | +170.6% | -34.8% | +89.0% |
| 10Y | +125.0% | +160.3% | -35.3% | +68.1% |
| All | +1,662.7% | +4,004.5% | -2,341.8% | +849.0% |
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