+108.8%
CAKE vs PLTU
+129.7%
-20.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.4% | +2.0% | -2.2% |
| 7D | -5.6% | -17.7% | +12.1% | -5.0% |
| 30D | -10.5% | -12.5% | +2.0% | -10.2% |
| 3M | +43.6% | +39.5% | +4.1% | +40.1% |
| 6M | +63.0% | -7.0% | +70.0% | +61.1% |
| YTD | +102.9% | -38.1% | +141.0% | +103.9% |
| 1Y | +75.6% | -36.0% | +111.6% | +73.6% |
| All | +108.8% | +129.7% | -20.9% | +77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 3y: compounded portfolio wealth divided by compounded PLTU 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…
3y analysis · Full analysis span regression · 6 months rolling