+37.6%
PPG vs CAKE
+147.7%
-110.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +4.7% | +0.3% | +4.1% |
| 7D | +7.5% | +9.1% | -1.7% | +5.8% |
| 30D | +20.9% | +5.8% | +15.1% | +19.6% |
| 3M | +8.7% | +9.3% | -0.6% | +6.5% |
| 6M | +23.8% | +96.1% | -72.3% | +1.8% |
| YTD | +26.5% | +131.4% | -104.9% | -1.7% |
| 1Y | +37.6% | +146.1% | -108.5% | +3.9% |
| All | +37.6% | +147.7% | -110.1% | +3.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling