+191.5%
PDD vs CAKE
+104.8%
+86.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.7% |
| 7D | -4.6% | -5.6% | +1.0% | -3.9% |
| 30D | -14.0% | -10.5% | -3.5% | -12.7% |
| 3M | -4.9% | +43.6% | -48.5% | -9.7% |
| 6M | -25.8% | +63.0% | -88.8% | -31.0% |
| YTD | -31.4% | +102.9% | -134.2% | -38.2% |
| 1Y | -37.6% | +75.6% | -113.2% | -42.7% |
| 3Y | -18.4% | +257.7% | -276.1% | -33.6% |
| 5Y | -25.0% | +156.0% | -181.0% | -38.0% |
| All | +191.5% | +104.8% | +86.7% | +162.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling