+79.3%
CAKE vs BWA
+59.1%
+20.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | 0.0% |
| 7D | -4.0% | +5.7% | -9.7% | -4.7% |
| 30D | +2.4% | +1.4% | +1.0% | +2.2% |
| 3M | +69.0% | -12.1% | +81.1% | +72.4% |
| 6M | +69.3% | +28.6% | +40.7% | +58.8% |
| YTD | +115.8% | +51.1% | +64.7% | +83.9% |
| 1Y | +79.3% | +55.9% | +23.5% | +48.8% |
| All | +79.3% | +59.1% | +20.3% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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