+44.1%
PL vs CAKE
+110.5%
-66.4%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | 0.0% |
| 7D | +5.6% | -1.0% | +6.6% | +6.0% |
| 30D | -16.9% | +0.6% | -17.5% | -17.5% |
| 3M | -38.2% | -1.6% | -36.6% | -38.4% |
| 6M | -63.4% | +78.3% | -141.8% | -72.5% |
| YTD | -27.6% | +118.8% | -146.4% | -51.3% |
| 1Y | +6.6% | +140.3% | -133.8% | -31.8% |
| 3Y | +557.6% | +280.3% | +277.3% | +244.2% |
| 5Y | +39.5% | +171.9% | -132.4% | -25.7% |
| All | +44.1% | +110.5% | -66.4% | -23.0% |
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 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