+35.6%
PFE vs CAKE
+147.7%
-112.1%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.7% | -2.1% | +2.3% |
| 7D | +4.6% | +9.1% | -4.6% | +4.0% |
| 30D | +12.3% | +5.8% | +6.5% | +11.9% |
| 3M | +21.2% | +9.3% | +11.8% | +20.2% |
| 6M | +21.1% | +96.1% | -75.0% | +14.4% |
| YTD | +30.0% | +131.4% | -101.4% | +16.1% |
| 1Y | +35.6% | +146.1% | -110.5% | +18.1% |
| All | +35.6% | +147.7% | -112.1% | +18.1% |
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