-34.0%
BROS vs CAKE
+78.0%
-112.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.5% | +0.3% |
| 7D | -5.8% | -4.5% | -1.2% | -3.5% |
| 30D | -14.0% | -12.4% | -1.5% | -8.1% |
| 3M | -32.5% | +37.3% | -69.8% | -45.4% |
| 6M | -14.9% | +70.7% | -85.6% | -40.2% |
| YTD | -28.3% | +106.0% | -134.3% | -55.8% |
| 1Y | -34.0% | +79.7% | -113.6% | -57.4% |
| All | -34.0% | +78.0% | -112.0% | -57.4% |
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