-5.3%
BRO vs CAKE
+147.7%
-153.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.7% | -0.2% | +3.7% |
| 7D | +12.4% | +9.1% | +3.3% | +10.9% |
| 30D | +21.6% | +5.8% | +15.7% | +20.4% |
| 3M | +4.3% | +9.3% | -5.0% | +2.8% |
| 6M | +29.2% | +96.1% | -66.9% | +19.1% |
| YTD | -6.4% | +131.4% | -137.8% | -16.1% |
| 1Y | -5.3% | +146.1% | -151.4% | -16.2% |
| All | -5.3% | +147.7% | -153.0% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE 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 CAKE 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