+72.9%
PBR vs CAKE
+147.7%
-74.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +4.7% | -11.7% | -6.4% |
| 7D | -11.0% | +9.1% | -20.1% | -10.1% |
| 30D | -18.8% | +5.8% | -24.6% | -18.1% |
| 3M | +7.8% | +9.3% | -1.5% | +8.8% |
| 6M | -7.6% | +96.1% | -103.7% | -2.9% |
| YTD | +72.7% | +131.4% | -58.8% | +79.7% |
| 1Y | +72.9% | +146.1% | -73.1% | +78.2% |
| All | +72.9% | +147.7% | -74.7% | +78.2% |
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