+55.3%
PPL vs CAKE
+273.8%
-218.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | -0.1% |
| 7D | +1.8% | -1.1% | +2.8% | +1.8% |
| 30D | -1.1% | +0.4% | -1.5% | -1.1% |
| 3M | 0.0% | +59.9% | -59.9% | -2.6% |
| 6M | -7.6% | +75.1% | -82.6% | -10.6% |
| YTD | +1.7% | +115.0% | -113.3% | -3.4% |
| 1Y | +1.5% | +81.6% | -80.1% | -2.4% |
| 3Y | +55.3% | +279.1% | -223.9% | +37.6% |
| All | +55.3% | +273.8% | -218.6% | +37.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling