-21.9%
PINS vs CAKE
+159.5%
-181.4%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.5% | -0.1% | +1.0% |
| 7D | -6.6% | -4.5% | -2.1% | -5.2% |
| 30D | -16.8% | -12.4% | -4.4% | -13.3% |
| 3M | -11.4% | +37.3% | -48.7% | -20.4% |
| 6M | -1.7% | +70.7% | -72.4% | -18.0% |
| YTD | -26.4% | +106.0% | -132.4% | -42.6% |
| 1Y | -45.5% | +79.7% | -125.2% | -55.7% |
| 3Y | -31.7% | +267.8% | -299.5% | -56.8% |
| 5Y | -64.9% | +159.9% | -224.8% | -76.1% |
| All | -21.9% | +159.5% | -181.4% | -57.3% |
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 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