-0.7%
PLD vs CAKE
+173.4%
-174.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.6% | -0.5% |
| 7D | +1.3% | +2.5% | -1.1% | +0.8% |
| 30D | -1.4% | -3.1% | +1.7% | -0.8% |
| 3M | -8.2% | -2.2% | -5.9% | -8.1% |
| 6M | -8.0% | +94.1% | -102.1% | -22.9% |
| YTD | +3.2% | +119.4% | -116.3% | -16.7% |
| 1Y | +7.0% | +141.4% | -134.4% | -15.9% |
| 3Y | +38.3% | +273.6% | -235.3% | -4.5% |
| All | -0.7% | +173.4% | -174.2% | -30.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling