+79.3%
CAKE vs PLTD
-33.9%
+113.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.3% | +0.3% |
| 7D | -4.0% | +5.9% | -9.9% | -4.1% |
| 30D | +2.4% | -11.6% | +14.0% | +2.6% |
| 3M | +69.0% | -29.9% | +98.9% | +69.5% |
| 6M | +69.3% | -28.5% | +97.8% | +69.4% |
| YTD | +115.8% | -20.4% | +136.2% | +112.7% |
| 1Y | +79.3% | -33.3% | +112.6% | +77.0% |
| All | +79.3% | -33.9% | +113.3% | +77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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