-97.1%
PLUG vs CAKE
+170.5%
-267.6%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -3.2% | -5.7% | -7.0% |
| 7D | -8.1% | -3.8% | -4.3% | -6.0% |
| 30D | -20.5% | -5.2% | -15.3% | -18.2% |
| 3M | -45.9% | -9.2% | -36.6% | -43.6% |
| 6M | -65.2% | +76.6% | -141.8% | -77.4% |
| YTD | -37.1% | +113.6% | -150.6% | -64.8% |
| 1Y | -54.6% | +134.3% | -188.9% | -76.2% |
| 3Y | -64.9% | +271.2% | -336.0% | -88.1% |
| 5Y | -97.1% | +170.3% | -267.4% | -98.9% |
| All | -97.1% | +170.5% | -267.6% | -98.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling