+316.7%
PANW vs CAKE
+157.8%
+158.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.5% | -3.8% | -2.6% |
| 7D | -0.8% | -4.5% | +3.8% | +0.1% |
| 30D | -14.6% | -12.4% | -2.1% | -12.6% |
| 3M | +18.3% | +37.3% | -19.1% | +10.2% |
| 6M | +100.5% | +70.7% | +29.8% | +77.8% |
| YTD | +79.5% | +106.0% | -26.5% | +51.6% |
| 1Y | +66.7% | +79.7% | -12.9% | +44.9% |
| 3Y | +161.2% | +267.8% | -106.5% | +86.5% |
| All | +316.7% | +157.8% | +158.9% | +201.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling