-11.1%
PCG vs CAKE
+273.8%
-284.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +4.0% | +3.7% |
| 7D | +5.4% | -1.1% | +6.5% | +5.5% |
| 30D | -15.1% | +0.4% | -15.5% | -15.2% |
| 3M | -9.8% | +59.9% | -69.7% | -14.3% |
| 6M | -18.0% | +75.1% | -93.1% | -23.0% |
| YTD | -7.2% | +115.0% | -122.3% | -15.2% |
| 1Y | +2.9% | +81.6% | -78.7% | -4.1% |
| 3Y | -11.1% | +279.1% | -290.2% | -26.6% |
| All | -11.1% | +273.8% | -284.9% | -26.6% |
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