+1,660.3%
PLTR vs CAKE
+322.7%
+1,337.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.3% |
| 7D | -4.1% | -4.5% | +0.5% | -2.4% |
| 30D | -2.2% | -12.4% | +10.2% | +2.3% |
| 3M | +27.6% | +37.3% | -9.8% | +11.2% |
| 6M | +10.3% | +70.7% | -60.4% | -12.7% |
| YTD | -5.9% | +106.0% | -111.9% | -31.7% |
| 1Y | +1.7% | +79.7% | -77.9% | -22.5% |
| 3Y | +959.1% | +267.8% | +691.3% | +476.6% |
| 5Y | +536.3% | +159.9% | +376.4% | +275.4% |
| All | +1,660.3% | +322.7% | +1,337.6% | +939.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling