+2,109.0%
CAKE vs BB
+261.2%
+1,847.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.8% | -3.1% |
| 7D | -4.6% | +1.8% | -6.4% | -4.8% |
| 30D | -6.6% | -12.2% | +5.7% | -5.1% |
| 3M | +52.9% | -12.3% | +65.2% | +53.6% |
| 6M | +65.7% | +122.7% | -57.0% | +44.4% |
| YTD | +107.8% | +104.5% | +3.3% | +83.1% |
| 1Y | +78.5% | +106.7% | -28.2% | +56.1% |
| 3Y | +266.4% | +70.0% | +196.4% | +216.4% |
| 5Y | +159.6% | -27.8% | +187.4% | +146.0% |
| 10Y | +156.6% | +2.4% | +154.2% | +113.0% |
| All | +2,109.0% | +261.2% | +1,847.8% | +1,203.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling