-12.5%
PLUG vs CAKE
+70.5%
-83.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.4% | +2.5% | +2.9% |
| 7D | -0.9% | -4.0% | +3.1% | -1.4% |
| 30D | +3.3% | +2.4% | +0.9% | +3.8% |
| 3M | -39.7% | +69.0% | -108.7% | -36.0% |
| 6M | -12.5% | +69.3% | -81.8% | -11.1% |
| All | -12.5% | +70.5% | -83.0% | -11.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling