-71.6%
PLUG vs CAKE
+273.8%
-345.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.3% | +4.5% | +4.3% |
| 7D | +8.1% | -1.1% | +9.2% | +8.6% |
| 30D | +3.7% | +0.4% | +3.2% | +2.9% |
| 3M | -29.2% | +59.9% | -89.1% | -45.3% |
| 6M | +6.1% | +75.1% | -69.0% | -23.5% |
| YTD | +14.7% | +115.0% | -100.3% | -27.7% |
| 1Y | +56.9% | +81.6% | -24.7% | +8.9% |
| 3Y | -71.6% | +279.1% | -350.7% | -90.3% |
| All | -71.6% | +273.8% | -345.4% | -90.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling