+1,644.9%
PLD vs CAKE
+2,340.4%
-695.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.6% | -0.8% |
| 7D | +1.3% | +2.5% | -1.1% | +0.5% |
| 30D | -1.4% | -3.1% | +1.7% | -0.6% |
| 3M | -8.2% | -2.2% | -5.9% | -8.1% |
| 6M | -8.0% | +94.1% | -102.1% | -26.7% |
| YTD | +3.2% | +119.4% | -116.3% | -21.6% |
| 1Y | +7.0% | +141.4% | -134.4% | -21.3% |
| 3Y | +38.3% | +273.6% | -235.3% | -14.1% |
| 5Y | +0.2% | +177.7% | -177.5% | -35.0% |
| 10Y | +268.3% | +131.9% | +136.4% | +106.1% |
| All | +1,644.9% | +2,340.4% | -695.5% | +426.5% |
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