+79.3%
CAKE vs BR
-29.1%
+108.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.4% | +3.7% | +1.0% |
| 7D | -4.0% | -5.3% | +1.3% | -3.0% |
| 30D | +2.4% | +6.4% | -4.0% | +1.2% |
| 3M | +69.0% | +13.6% | +55.3% | +64.8% |
| 6M | +69.3% | -6.7% | +76.0% | +72.0% |
| YTD | +115.8% | -21.1% | +136.9% | +136.1% |
| 1Y | +79.3% | -29.6% | +108.9% | +102.7% |
| All | +79.3% | -29.1% | +108.4% | +102.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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