+146.1%
CAKE vs PAYC
+46.2%
+99.9%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.0% | +2.7% | +4.6% |
| 7D | +9.1% | +2.0% | +7.1% | +9.0% |
| 30D | +5.8% | +18.8% | -12.9% | +4.7% |
| 3M | +9.3% | +53.2% | -43.9% | +5.9% |
| 6M | +96.1% | +103.7% | -7.6% | +87.7% |
| YTD | +131.4% | +69.5% | +62.0% | +133.2% |
| 1Y | +146.1% | +48.8% | +97.3% | +155.7% |
| All | +146.1% | +46.2% | +99.9% | +155.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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