-58.4%
PINS vs CAKE
+170.5%
-228.9%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | +0.8% |
| 7D | -3.4% | -3.8% | +0.4% | -1.7% |
| 30D | -14.5% | -5.2% | -9.3% | -12.7% |
| 3M | -16.5% | -9.2% | -7.3% | -13.3% |
| 6M | -7.0% | +76.6% | -83.6% | -30.2% |
| YTD | -26.1% | +113.6% | -139.7% | -50.2% |
| 1Y | -30.0% | +134.3% | -164.3% | -55.1% |
| 3Y | -38.5% | +271.2% | -309.6% | -71.3% |
| 5Y | -58.4% | +170.3% | -228.7% | -78.8% |
| All | -58.4% | +170.5% | -228.9% | -78.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling