+267.8%
CAKE vs PTEN
-3.7%
+271.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.6% |
| 7D | -4.5% | +3.5% | -8.0% | -5.0% |
| 30D | -12.4% | +17.5% | -30.0% | -14.7% |
| 3M | +37.3% | +12.7% | +24.6% | +34.2% |
| 6M | +70.7% | +33.1% | +37.6% | +59.6% |
| YTD | +106.0% | +116.4% | -10.5% | +72.8% |
| 1Y | +79.7% | +141.2% | -61.5% | +45.7% |
| 3Y | +267.8% | -3.8% | +271.6% | +235.0% |
| All | +267.8% | -3.7% | +271.5% | +235.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling