-21.5%
PINS vs CAKE
+176.4%
-198.0%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.7% | -2.6% | -0.7% |
| 7D | +1.0% | +2.5% | -1.5% | +0.2% |
| 30D | -12.0% | -3.1% | -8.9% | -11.3% |
| 3M | -17.9% | -2.2% | -15.7% | -17.5% |
| 6M | -1.0% | +94.1% | -95.1% | -20.8% |
| YTD | -26.0% | +119.4% | -145.5% | -43.5% |
| 1Y | -28.5% | +141.4% | -169.8% | -47.1% |
| 3Y | -39.2% | +273.6% | -312.8% | -61.8% |
| 5Y | -58.3% | +177.7% | -236.0% | -72.3% |
| All | -21.5% | +176.4% | -198.0% | -58.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling