+121.8%
CAKE vs PLTD
-77.3%
+199.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.3% | -2.7% | -0.2% |
| 7D | -1.1% | +4.5% | -5.6% | -0.7% |
| 30D | +0.4% | -0.7% | +1.2% | +0.4% |
| 3M | +59.9% | -31.0% | +91.0% | +56.4% |
| 6M | +75.1% | -24.8% | +99.9% | +73.5% |
| YTD | +115.0% | -18.6% | +133.6% | +115.9% |
| 1Y | +81.6% | -31.8% | +113.4% | +77.8% |
| All | +121.8% | -77.3% | +199.1% | +89.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling