+137.1%
PH vs CAKE
+256.2%
-119.1%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.0% |
| 7D | -3.1% | -5.6% | +2.5% | -1.6% |
| 30D | -11.8% | -10.5% | -1.3% | -9.2% |
| 3M | +6.9% | +43.6% | -36.7% | -4.6% |
| 6M | -1.3% | +63.0% | -64.3% | -15.8% |
| YTD | +7.0% | +102.9% | -95.9% | -15.5% |
| 1Y | +23.1% | +75.6% | -52.5% | +1.8% |
| All | +137.1% | +256.2% | -119.1% | +59.5% |
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