+267.8%
CAKE vs BLDR
-57.1%
+324.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.4% | -0.9% | +0.9% |
| 7D | -4.5% | -8.2% | +3.7% | -2.3% |
| 30D | -12.4% | -16.6% | +4.2% | -8.1% |
| 3M | +37.3% | -23.2% | +60.5% | +45.6% |
| 6M | +70.7% | -33.7% | +104.5% | +88.3% |
| YTD | +106.0% | -41.3% | +147.3% | +134.6% |
| 1Y | +79.7% | -58.8% | +138.5% | +127.9% |
| 3Y | +267.8% | -57.5% | +325.2% | +342.7% |
| All | +267.8% | -57.1% | +324.9% | +342.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling