+6.9%
PCOR vs CAKE
+147.7%
-140.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.7% | +4.7% | +15.0% | +19.3% |
| 7D | +21.8% | +9.1% | +12.7% | +21.2% |
| 30D | +39.5% | +5.8% | +33.7% | +39.0% |
| 3M | +35.2% | +9.3% | +25.9% | +33.9% |
| 6M | +21.7% | +96.1% | -74.4% | +23.4% |
| YTD | +3.9% | +131.4% | -127.5% | +4.7% |
| 1Y | +6.9% | +146.1% | -139.1% | +7.4% |
| All | +6.9% | +147.7% | -140.7% | +7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling