+2,874.8%
PNC vs CAKE
+3,772.9%
-898.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.4% | +3.3% | +1.6% |
| 7D | -0.9% | -5.6% | +4.7% | +0.8% |
| 30D | -4.4% | -10.5% | +6.1% | -1.5% |
| 3M | +5.3% | +43.6% | -38.4% | -6.3% |
| 6M | +19.6% | +63.0% | -43.5% | +2.0% |
| YTD | +19.1% | +102.9% | -83.7% | -5.1% |
| 1Y | +24.3% | +75.6% | -51.3% | +3.0% |
| 3Y | +132.2% | +257.7% | -125.5% | +52.1% |
| 5Y | +52.3% | +156.0% | -103.7% | +5.5% |
| 10Y | +274.8% | +150.5% | +124.3% | +130.2% |
| All | +2,874.8% | +3,772.9% | -898.0% | +885.3% |
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 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