+79.3%
CAKE vs PTEN
+135.2%
-55.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.4% |
| 7D | -4.0% | +0.7% | -4.7% | -4.0% |
| 30D | +2.4% | +31.2% | -28.8% | +3.0% |
| 3M | +69.0% | +2.0% | +66.9% | +68.5% |
| 6M | +69.3% | +42.4% | +26.9% | +65.1% |
| YTD | +115.8% | +109.2% | +6.6% | +101.2% |
| 1Y | +79.3% | +122.3% | -43.0% | +62.8% |
| All | +79.3% | +135.2% | -55.9% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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