+109.3%
CAKE vs PLTD
-76.7%
+186.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.3% | -4.6% | -2.2% |
| 7D | -5.6% | +9.9% | -15.5% | -4.9% |
| 30D | -10.5% | +3.8% | -14.3% | -10.2% |
| 3M | +43.6% | -32.3% | +75.9% | +40.1% |
| 6M | +63.0% | -25.9% | +88.9% | +61.2% |
| YTD | +102.9% | -16.4% | +119.3% | +104.1% |
| 1Y | +75.6% | -25.2% | +100.8% | +74.2% |
| All | +109.3% | -76.7% | +186.0% | +78.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling