-16.4%
PDD vs CAKE
+273.8%
-290.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.6% | -3.0% |
| 7D | -4.1% | -1.1% | -3.1% | -4.0% |
| 30D | -13.1% | +0.4% | -13.5% | -13.1% |
| 3M | -3.5% | +59.9% | -63.4% | -7.1% |
| 6M | -21.8% | +75.1% | -96.9% | -25.4% |
| YTD | -29.7% | +115.0% | -144.7% | -34.0% |
| 1Y | -36.2% | +81.6% | -117.8% | -39.5% |
| 3Y | -16.4% | +279.1% | -295.5% | -21.3% |
| All | -16.4% | +273.8% | -290.2% | -21.3% |
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