+3,336.2%
CAKE vs PTEN
+1,957.8%
+1,378.4%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.6% |
| 7D | -4.5% | +3.5% | -8.0% | -5.1% |
| 30D | -12.4% | +17.5% | -30.0% | -15.0% |
| 3M | +37.3% | +12.7% | +24.6% | +33.4% |
| 6M | +70.7% | +33.1% | +37.6% | +59.3% |
| YTD | +106.0% | +116.4% | -10.5% | +76.0% |
| 1Y | +79.7% | +141.2% | -61.5% | +49.6% |
| 3Y | +267.8% | -3.8% | +271.6% | +248.7% |
| 5Y | +159.9% | +92.7% | +67.2% | +106.5% |
| 10Y | +154.3% | -17.1% | +171.4% | +97.0% |
| All | +3,336.2% | +1,957.8% | +1,378.4% | +1,374.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling