+48.6%
PLUG vs CAKE
+151.6%
-103.0%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.4% | -0.4% | -1.7% |
| 7D | 0.0% | -5.6% | +5.6% | +2.6% |
| 30D | -5.0% | -10.5% | +5.6% | -0.6% |
| 3M | -26.2% | +43.6% | -69.9% | -38.4% |
| 6M | -0.5% | +63.0% | -63.5% | -22.6% |
| YTD | +7.1% | +102.9% | -95.8% | -24.8% |
| 1Y | +46.5% | +75.6% | -29.1% | +9.5% |
| 3Y | -73.5% | +257.7% | -331.2% | -85.9% |
| 5Y | -91.3% | +156.0% | -247.3% | -94.8% |
| All | +48.6% | +151.6% | -103.0% | -14.0% |
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