+151.5%
CAKE vs BLDR
+383.3%
-231.9%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.4% | -0.9% | +0.6% |
| 7D | -4.5% | -8.2% | +3.7% | -1.5% |
| 30D | -12.4% | -16.6% | +4.2% | -6.5% |
| 3M | +37.3% | -23.2% | +60.5% | +48.4% |
| 6M | +70.7% | -33.7% | +104.5% | +93.5% |
| YTD | +106.0% | -41.3% | +147.3% | +142.7% |
| 1Y | +79.7% | -58.8% | +138.5% | +142.4% |
| 3Y | +267.8% | -57.5% | +325.2% | +357.3% |
| 5Y | +159.9% | +12.9% | +147.0% | +104.5% |
| All | +151.5% | +383.3% | -231.9% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 10y: compounded portfolio wealth divided by compounded BLDR 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…
10y analysis · Full analysis span regression · 6 months rolling