+196.2%
PAAS vs CAKE
+131.7%
+64.5%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.7% | -3.3% | -0.9% |
| 7D | -8.9% | +2.5% | -11.4% | -9.2% |
| 30D | -11.4% | -3.1% | -8.4% | -11.1% |
| 3M | -20.4% | -2.2% | -18.2% | -20.4% |
| 6M | -40.7% | +94.1% | -134.8% | -45.6% |
| YTD | -26.9% | +119.4% | -146.4% | -34.2% |
| 1Y | -3.1% | +141.4% | -144.4% | -13.7% |
| 3Y | +199.3% | +273.6% | -74.3% | +150.1% |
| 5Y | +48.3% | +177.7% | -129.4% | +25.3% |
| All | +196.2% | +131.7% | +64.5% | +124.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE 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 10y: compounded portfolio wealth divided by compounded CAKE 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…
10y analysis · Full analysis span regression · 6 months rolling