-1.9%
POET vs CAKE
+157.8%
-159.7%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.5% | +3.1% | +4.1% |
| 7D | +0.4% | -4.5% | +4.9% | +2.1% |
| 30D | -10.4% | -12.4% | +2.1% | -6.2% |
| 3M | -29.3% | +37.3% | -66.7% | -38.2% |
| 6M | +6.9% | +70.7% | -63.9% | -15.8% |
| YTD | +25.6% | +106.0% | -80.4% | -8.8% |
| 1Y | +49.2% | +79.7% | -30.5% | +14.5% |
| 3Y | +128.4% | +267.8% | -139.3% | +41.1% |
| All | -1.9% | +157.8% | -159.7% | -43.8% |
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