+1,269.9%
PAAS vs CAKE
+2,699.6%
-1,429.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.8% | -2.4% |
| 7D | -2.9% | -4.0% | +1.1% | -2.6% |
| 30D | +6.8% | +2.4% | +4.4% | +6.6% |
| 3M | -2.9% | +69.0% | -71.9% | -7.1% |
| 6M | -16.4% | +69.3% | -85.7% | -20.2% |
| YTD | 0.0% | +115.8% | -115.7% | -6.4% |
| 1Y | +54.3% | +79.3% | -25.0% | +46.4% |
| 3Y | +230.7% | +262.0% | -31.4% | +195.3% |
| 5Y | +111.6% | +165.7% | -54.0% | +90.7% |
| 10Y | +211.7% | +158.9% | +52.8% | +167.8% |
| All | +1,269.9% | +2,699.6% | -1,429.7% | +1,001.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling