-34.8%
BROS vs CAKE
+76.8%
-111.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.4% | +0.5% |
| 7D | -6.7% | -4.0% | -2.7% | -4.7% |
| 30D | -29.1% | +2.4% | -31.5% | -30.5% |
| 3M | -16.7% | +69.0% | -85.7% | -40.5% |
| 6M | -11.6% | +69.3% | -80.9% | -37.5% |
| YTD | -23.9% | +115.8% | -139.7% | -54.2% |
| 1Y | -34.8% | +79.3% | -114.1% | -58.3% |
| All | -34.8% | +76.8% | -111.6% | -58.3% |
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