+161.2%
PANW vs CAKE
+261.6%
-100.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.5% | -3.8% | -2.5% |
| 7D | -0.8% | -4.5% | +3.8% | -0.3% |
| 30D | -14.6% | -12.4% | -2.1% | -13.4% |
| 3M | +18.3% | +37.3% | -19.1% | +12.7% |
| 6M | +100.5% | +70.7% | +29.8% | +84.5% |
| YTD | +79.5% | +106.0% | -26.5% | +58.6% |
| 1Y | +66.7% | +79.7% | -12.9% | +51.2% |
| 3Y | +161.2% | +267.8% | -106.5% | +110.0% |
| All | +161.2% | +261.6% | -100.4% | +110.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling