+4,800.0%
BTI vs CAKE
+3,772.9%
+1,027.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.4% | +3.3% | +1.2% |
| 7D | -2.0% | -5.6% | +3.6% | -1.4% |
| 30D | -3.4% | -10.5% | +7.1% | -2.3% |
| 3M | -9.0% | +43.6% | -52.6% | -12.9% |
| 6M | -5.0% | +63.0% | -68.1% | -10.5% |
| YTD | -0.3% | +102.9% | -103.2% | -8.5% |
| 1Y | +3.1% | +75.6% | -72.5% | -4.0% |
| 3Y | +111.0% | +257.7% | -146.8% | +78.3% |
| 5Y | +117.0% | +156.0% | -39.0% | +86.6% |
| 10Y | +73.9% | +150.5% | -76.6% | +40.2% |
| All | +4,800.0% | +3,772.9% | +1,027.2% | +2,650.7% |
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