+240.1%
PLD vs CAKE
+151.6%
+88.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.4% | -0.4% |
| 7D | -2.8% | -5.6% | +2.8% | -1.7% |
| 30D | -3.6% | -10.5% | +6.9% | -1.6% |
| 3M | -7.1% | +43.6% | -50.8% | -14.3% |
| 6M | +0.2% | +63.0% | -62.8% | -10.2% |
| YTD | +6.9% | +102.9% | -96.0% | -8.7% |
| 1Y | +25.0% | +75.6% | -50.6% | +9.8% |
| 3Y | +20.8% | +257.7% | -237.0% | -9.4% |
| 5Y | +16.2% | +156.0% | -139.8% | -10.0% |
| All | +240.1% | +151.6% | +88.5% | +121.3% |
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