+146.1%
CAKE vs BNS
+52.0%
+94.1%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.0% | +1.7% | +3.9% |
| 7D | +9.1% | +2.0% | +7.1% | +8.6% |
| 30D | +5.8% | +7.8% | -1.9% | +4.0% |
| 3M | +9.3% | +11.7% | -2.3% | +6.6% |
| 6M | +96.1% | +28.2% | +67.9% | +78.6% |
| YTD | +131.4% | +34.8% | +96.7% | +104.6% |
| 1Y | +146.1% | +51.1% | +95.0% | +99.6% |
| All | +146.1% | +52.0% | +94.1% | +99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 1y: compounded portfolio wealth divided by compounded BNS 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…
1y analysis · Full analysis span regression · 6 months rolling