+116.8%
CAKE vs BIYA
-99.8%
+216.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.7% | +1.6% |
| 7D | -4.5% | -1.8% | -2.8% | -4.5% |
| 30D | -12.4% | -17.5% | +5.0% | -12.2% |
| 3M | +37.3% | -78.0% | +115.4% | +37.9% |
| 6M | +70.7% | -89.5% | +160.2% | +71.3% |
| YTD | +106.0% | -94.3% | +200.2% | +107.7% |
| 1Y | +79.7% | -98.6% | +178.2% | +88.9% |
| All | +116.8% | -99.8% | +216.5% | +133.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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