+79.7%
CAKE vs PAYC
-0.1%
+79.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +1.4% |
| 7D | -4.5% | -5.5% | +1.0% | -4.0% |
| 30D | -12.4% | +3.8% | -16.2% | -12.9% |
| 3M | +37.3% | +65.8% | -28.5% | +29.8% |
| 6M | +70.7% | +68.7% | +2.0% | +61.2% |
| YTD | +106.0% | +38.3% | +67.6% | +108.5% |
| 1Y | +79.7% | -2.4% | +82.0% | +107.4% |
| All | +79.7% | -0.1% | +79.7% | +107.4% |
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