+79.7%
CAKE vs BUD
+34.7%
+44.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.3% |
| 7D | -4.5% | -2.6% | -1.9% | -3.7% |
| 30D | -12.4% | -1.2% | -11.2% | -12.1% |
| 3M | +37.3% | -4.9% | +42.3% | +39.1% |
| 6M | +70.7% | +9.3% | +61.5% | +64.1% |
| YTD | +106.0% | +24.0% | +82.0% | +80.5% |
| 1Y | +79.7% | +34.5% | +45.1% | +50.0% |
| All | +79.7% | +34.7% | +44.9% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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