+1,747.8%
PLD vs CAKE
+2,299.7%
-551.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.8% |
| 7D | -2.4% | -4.0% | +1.6% | -1.1% |
| 30D | -2.4% | +2.4% | -4.9% | -3.5% |
| 3M | -3.8% | +69.0% | -72.8% | -19.4% |
| 6M | 0.0% | +69.3% | -69.3% | -16.7% |
| YTD | +9.2% | +115.8% | -106.5% | -16.2% |
| 1Y | +25.9% | +79.3% | -53.4% | +2.0% |
| 3Y | +21.3% | +262.0% | -240.7% | -23.7% |
| 5Y | +14.1% | +165.7% | -151.5% | -25.1% |
| 10Y | +237.9% | +158.9% | +79.0% | +81.0% |
| All | +1,747.8% | +2,299.7% | -551.8% | +463.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling