+16.3%
PLD vs CAKE
+163.4%
-147.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.3% | -1.3% |
| 7D | -0.7% | -4.6% | +3.9% | +0.3% |
| 30D | -2.2% | -6.6% | +4.3% | -0.9% |
| 3M | -7.4% | +52.9% | -60.3% | -16.7% |
| 6M | +1.9% | +65.7% | -63.8% | -10.4% |
| YTD | +7.9% | +107.8% | -99.9% | -10.5% |
| 1Y | +25.1% | +78.5% | -53.4% | +7.3% |
| 3Y | +21.9% | +266.4% | -244.5% | -13.0% |
| 5Y | +16.3% | +159.6% | -143.3% | -17.8% |
| All | +16.3% | +163.4% | -147.1% | -17.8% |
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