+152.2%
CAKE vs PAYC
-52.9%
+205.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +1.2% |
| 7D | -4.5% | -5.5% | +1.0% | -3.1% |
| 30D | -12.4% | +3.8% | -16.2% | -13.5% |
| 3M | +37.3% | +65.8% | -28.5% | +18.2% |
| 6M | +70.7% | +68.7% | +2.0% | +44.7% |
| YTD | +106.0% | +38.3% | +67.6% | +84.4% |
| 1Y | +79.7% | -2.4% | +82.0% | +78.5% |
| 3Y | +267.8% | -21.5% | +289.3% | +274.8% |
| All | +152.2% | -52.9% | +205.1% | +136.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling