+79.7%
CAKE vs PTEN
+148.3%
-68.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.5% |
| 7D | -4.5% | +3.5% | -8.0% | -4.5% |
| 30D | -12.4% | +17.5% | -30.0% | -12.1% |
| 3M | +37.3% | +12.7% | +24.6% | +37.5% |
| 6M | +70.7% | +33.1% | +37.6% | +69.2% |
| YTD | +106.0% | +116.4% | -10.5% | +93.1% |
| 1Y | +79.7% | +141.2% | -61.5% | +65.0% |
| All | +79.7% | +148.3% | -68.7% | +65.0% |
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