-98.6%
PLUG vs CAKE
+1,454.1%
-1,552.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.4% | +2.5% | +2.7% |
| 7D | -0.9% | -4.0% | +3.1% | +0.9% |
| 30D | +3.3% | +2.4% | +0.9% | +1.7% |
| 3M | -39.7% | +69.0% | -108.7% | -53.6% |
| 6M | -12.5% | +69.3% | -81.8% | -33.3% |
| YTD | +10.2% | +115.8% | -105.6% | -25.1% |
| 1Y | +50.7% | +79.3% | -28.7% | +11.2% |
| 3Y | -74.5% | +262.0% | -336.5% | -86.6% |
| 5Y | -91.8% | +165.7% | -257.4% | -95.1% |
| 10Y | +43.7% | +158.9% | -115.2% | -28.6% |
| All | -98.6% | +1,454.1% | -1,552.7% | -99.7% |
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