+726.8%
PODD vs CAKE
+392.4%
+334.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.5% | -3.5% | -2.5% |
| 7D | -10.5% | -4.5% | -6.0% | -9.2% |
| 30D | -9.0% | -12.4% | +3.4% | -5.3% |
| 3M | -11.5% | +37.3% | -48.9% | -20.7% |
| 6M | -44.7% | +70.7% | -115.5% | -54.1% |
| YTD | -53.6% | +106.0% | -159.6% | -63.9% |
| 1Y | -61.0% | +79.7% | -140.6% | -68.4% |
| 3Y | -24.7% | +267.8% | -292.5% | -53.5% |
| 5Y | -55.5% | +159.9% | -215.4% | -70.7% |
| 10Y | +221.5% | +154.3% | +67.2% | +63.1% |
| All | +726.8% | +392.4% | +334.4% | +53.1% |
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 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