+79.3%
CAKE vs BTG
+38.4%
+41.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.4% |
| 7D | -4.0% | -0.9% | -3.1% | -4.0% |
| 30D | +2.4% | +36.8% | -34.4% | +1.6% |
| 3M | +69.0% | +23.1% | +45.9% | +68.2% |
| 6M | +69.3% | +3.5% | +65.8% | +70.3% |
| YTD | +115.8% | +25.5% | +90.3% | +114.2% |
| 1Y | +79.3% | +40.1% | +39.3% | +74.9% |
| All | +79.3% | +38.4% | +41.0% | +74.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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