-66.8%
PINS vs CAKE
+163.4%
-230.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -3.4% | -5.9% | -7.7% |
| 7D | -13.9% | -4.6% | -9.3% | -11.9% |
| 30D | -25.0% | -6.6% | -18.4% | -22.9% |
| 3M | -16.6% | +52.9% | -69.5% | -32.2% |
| 6M | -7.0% | +65.7% | -72.7% | -27.7% |
| YTD | -29.4% | +107.8% | -137.2% | -51.3% |
| 1Y | -49.9% | +78.5% | -128.4% | -63.0% |
| 3Y | -33.6% | +266.4% | -300.0% | -68.2% |
| 5Y | -66.8% | +159.6% | -226.5% | -83.0% |
| All | -66.8% | +163.4% | -230.3% | -83.0% |
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