-55.3%
PODD vs CAKE
+157.8%
-213.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.5% | -3.5% | -2.4% |
| 7D | -10.5% | -4.5% | -6.0% | -9.4% |
| 30D | -9.0% | -12.4% | +3.4% | -6.0% |
| 3M | -11.5% | +37.3% | -48.9% | -19.2% |
| 6M | -44.7% | +70.7% | -115.5% | -52.7% |
| YTD | -53.6% | +106.0% | -159.6% | -62.4% |
| 1Y | -61.0% | +79.7% | -140.6% | -67.3% |
| 3Y | -24.7% | +267.8% | -292.5% | -50.5% |
| All | -55.3% | +157.8% | -213.1% | -70.0% |
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