+797.8%
PH vs CAKE
+155.4%
+642.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.2% |
| 7D | -1.3% | -4.5% | +3.3% | +0.1% |
| 30D | -11.0% | -12.4% | +1.5% | -7.4% |
| 3M | +5.5% | +37.3% | -31.8% | -5.5% |
| 6M | +1.5% | +70.7% | -69.2% | -15.7% |
| YTD | +8.8% | +106.0% | -97.2% | -15.3% |
| 1Y | +24.5% | +79.7% | -55.2% | +0.8% |
| 3Y | +141.2% | +267.8% | -126.6% | +51.6% |
| 5Y | +256.3% | +159.9% | +96.4% | +139.0% |
| All | +797.8% | +155.4% | +642.4% | +385.8% |
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