+39.5%
PL vs CAKE
+111.1%
-71.6%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.7% | -3.4% | -1.7% |
| 7D | +10.0% | +2.5% | +7.6% | +9.1% |
| 30D | -2.3% | -3.1% | +0.8% | -1.4% |
| 3M | -44.2% | -2.2% | -42.0% | -44.2% |
| 6M | -66.1% | +94.1% | -160.2% | -75.4% |
| YTD | -30.0% | +119.4% | -149.4% | -53.0% |
| 1Y | +21.0% | +141.4% | -120.3% | -22.7% |
| 3Y | +516.5% | +273.6% | +243.0% | +224.8% |
| 5Y | +32.0% | +177.7% | -145.7% | -29.8% |
| All | +39.5% | +111.1% | -71.6% | -25.6% |
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