-14.6%
PCOR vs CAKE
+273.8%
-288.4%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.8% | -3.0% |
| 7D | -6.9% | -1.1% | -5.9% | -6.6% |
| 30D | -1.5% | +0.4% | -2.0% | -2.4% |
| 3M | +18.5% | +59.9% | -41.4% | -1.3% |
| 6M | -4.7% | +75.1% | -79.7% | -24.0% |
| YTD | -22.8% | +115.0% | -137.8% | -44.6% |
| 1Y | -20.7% | +81.6% | -102.3% | -38.5% |
| 3Y | -14.6% | +279.1% | -293.7% | -54.9% |
| All | -14.6% | +273.8% | -288.4% | -54.9% |
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