+1,684.5%
PLTR vs CAKE
+326.5%
+1,358.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.9% | +0.8% |
| 7D | 0.0% | -4.6% | +4.6% | +1.7% |
| 30D | -3.3% | -6.6% | +3.3% | -1.3% |
| 3M | +28.4% | +52.9% | -24.6% | +7.1% |
| 6M | +8.4% | +65.7% | -57.4% | -13.2% |
| YTD | -4.6% | +107.8% | -112.4% | -31.0% |
| 1Y | +4.4% | +78.5% | -74.1% | -20.2% |
| 3Y | +1,020.5% | +266.4% | +754.1% | +511.2% |
| 5Y | +548.8% | +159.6% | +389.2% | +282.0% |
| All | +1,684.5% | +326.5% | +1,358.1% | +950.7% |
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