+267.8%
CAKE vs BB
+64.9%
+202.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.4% |
| 7D | -4.5% | -0.4% | -4.1% | -4.5% |
| 30D | -12.4% | -12.5% | +0.1% | -11.4% |
| 3M | +37.3% | -17.4% | +54.8% | +38.5% |
| 6M | +70.7% | +119.1% | -48.4% | +47.9% |
| YTD | +106.0% | +102.4% | +3.6% | +80.5% |
| 1Y | +79.7% | +98.2% | -18.5% | +56.7% |
| 3Y | +267.8% | +46.9% | +220.8% | +202.0% |
| All | +267.8% | +64.9% | +202.8% | +202.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 3y: compounded portfolio wealth divided by compounded BB 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…
3y analysis · Full analysis span regression · 6 months rolling