+118.7%
CAKE vs BIYA
-99.8%
+218.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -2.9% | -3.4% |
| 7D | -4.6% | +2.7% | -7.3% | -4.6% |
| 30D | -6.6% | -16.7% | +10.1% | -6.3% |
| 3M | +52.9% | -74.6% | +127.5% | +52.9% |
| 6M | +65.7% | -85.4% | +151.1% | +65.2% |
| YTD | +107.8% | -94.2% | +202.0% | +109.5% |
| 1Y | +78.5% | -98.6% | +177.1% | +87.6% |
| All | +118.7% | -99.8% | +218.5% | +135.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling