+152.2%
CAKE vs BBAI
-70.8%
+222.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +1.5% |
| 7D | -4.5% | -1.7% | -2.8% | -4.5% |
| 30D | -12.4% | -12.0% | -0.5% | -12.4% |
| 3M | +37.3% | -30.7% | +68.0% | +37.7% |
| 6M | +70.7% | -30.7% | +101.4% | +71.1% |
| YTD | +106.0% | -46.9% | +152.8% | +106.8% |
| 1Y | +79.7% | -41.1% | +120.7% | +80.0% |
| 3Y | +267.8% | +65.9% | +201.9% | +263.5% |
| All | +152.2% | -70.8% | +222.9% | +134.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling