+151.5%
CAKE vs BTG
+159.3%
-7.8%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.5% |
| 7D | -4.5% | -3.8% | -0.8% | -4.3% |
| 30D | -12.4% | +3.6% | -16.1% | -12.7% |
| 3M | +37.3% | +32.0% | +5.3% | +34.7% |
| 6M | +70.7% | +3.4% | +67.4% | +69.6% |
| YTD | +106.0% | +20.8% | +85.2% | +102.0% |
| 1Y | +79.7% | +22.4% | +57.2% | +75.5% |
| 3Y | +267.8% | +91.7% | +176.1% | +245.7% |
| 5Y | +159.9% | +79.0% | +80.9% | +143.4% |
| All | +151.5% | +159.3% | -7.8% | +135.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling