+24.4%
PLD vs CAKE
+273.8%
-249.4%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +0.9% |
| 7D | -0.9% | -1.1% | +0.2% | -0.6% |
| 30D | -1.2% | +0.4% | -1.6% | -1.5% |
| 3M | -2.3% | +59.9% | -62.2% | -14.2% |
| 6M | +4.5% | +75.1% | -70.6% | -10.9% |
| YTD | +10.1% | +115.0% | -104.9% | -11.9% |
| 1Y | +25.9% | +81.6% | -55.7% | +5.6% |
| 3Y | +24.4% | +279.1% | -254.7% | -20.7% |
| All | +24.4% | +273.8% | -249.4% | -20.7% |
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