+550.0%
PL vs CAKE
+273.8%
+276.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | -7.5% | -1.1% | -6.5% | -7.0% |
| 30D | -25.6% | +0.4% | -26.0% | -26.1% |
| 3M | -45.6% | +59.9% | -105.5% | -57.9% |
| 6M | -29.5% | +75.1% | -104.6% | -49.1% |
| YTD | -9.7% | +115.0% | -124.7% | -43.7% |
| 1Y | +84.4% | +81.6% | +2.8% | +27.9% |
| 3Y | +550.0% | +279.1% | +270.9% | +141.0% |
| All | +550.0% | +273.8% | +276.2% | +141.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling