+15.3%
BTDR vs CAKE
+123.0%
-107.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -2.4% | -4.1% | -5.8% |
| 7D | -3.2% | -5.6% | +2.4% | -1.4% |
| 30D | +32.7% | -10.5% | +43.2% | +37.0% |
| 3M | -28.4% | +43.6% | -72.0% | -38.2% |
| 6M | +51.7% | +63.0% | -11.3% | +23.9% |
| YTD | +2.9% | +102.9% | -100.0% | -22.2% |
| 1Y | -15.5% | +75.6% | -91.1% | -33.0% |
| 3Y | 0.0% | +257.7% | -257.7% | -30.4% |
| 5Y | +16.5% | +156.0% | -139.5% | -19.1% |
| All | +15.3% | +123.0% | -107.7% | -19.9% |
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