+112.4%
CAKE vs PLTD
-76.9%
+189.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.3% | +1.5% |
| 7D | -4.5% | +4.2% | -8.8% | -4.2% |
| 30D | -12.4% | +0.7% | -13.2% | -12.3% |
| 3M | +37.3% | -32.4% | +69.7% | +34.0% |
| 6M | +70.7% | -26.2% | +96.9% | +68.8% |
| YTD | +106.0% | -17.0% | +123.0% | +107.1% |
| 1Y | +79.7% | -26.7% | +106.3% | +77.7% |
| All | +112.4% | -76.9% | +189.3% | +81.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling