+79.3%
CAKE vs BBAI
-40.5%
+119.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.0% | +2.4% | +0.4% |
| 7D | -4.0% | -4.3% | +0.3% | -4.0% |
| 30D | +2.4% | -3.6% | +6.1% | +2.4% |
| 3M | +69.0% | -38.8% | +107.8% | +70.9% |
| 6M | +69.3% | -23.8% | +93.0% | +69.4% |
| YTD | +115.8% | -45.9% | +161.7% | +118.4% |
| 1Y | +79.3% | -40.8% | +120.1% | +86.1% |
| All | +79.3% | -40.5% | +119.9% | +86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 1y: compounded portfolio wealth divided by compounded BBAI 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…
1y analysis · Full analysis span regression · 6 months rolling