+152.2%
CAKE vs BBIO
+42.7%
+109.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | -4.5% | -3.2% | -1.3% | -4.3% |
| 30D | -12.4% | -13.6% | +1.2% | -11.3% |
| 3M | +37.3% | +7.2% | +30.1% | +36.1% |
| 6M | +70.7% | +1.5% | +69.2% | +69.7% |
| YTD | +106.0% | -5.3% | +111.3% | +105.3% |
| 1Y | +79.7% | +37.7% | +41.9% | +72.2% |
| 3Y | +267.8% | +153.9% | +113.9% | +226.1% |
| All | +152.2% | +42.7% | +109.4% | +101.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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