+146.1%
CAKE vs BWA
+17.4%
+128.7%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.5% | +7.2% | +4.9% |
| 7D | +9.1% | -9.9% | +19.0% | +10.2% |
| 30D | +5.8% | -16.4% | +22.2% | +7.7% |
| 3M | +9.3% | -19.8% | +29.2% | +11.8% |
| 6M | +96.1% | -10.0% | +106.1% | +92.6% |
| YTD | +131.4% | +12.7% | +118.7% | +96.7% |
| 1Y | +146.1% | +15.7% | +130.4% | +105.6% |
| All | +146.1% | +17.4% | +128.7% | +105.6% |
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