+14.9%
PSA vs CAKE
+157.8%
-142.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | +0.4% |
| 7D | -1.8% | -4.5% | +2.7% | -1.2% |
| 30D | -8.4% | -12.4% | +4.1% | -6.8% |
| 3M | -7.8% | +37.3% | -45.2% | -12.1% |
| 6M | +0.8% | +70.7% | -69.9% | -7.0% |
| YTD | +16.5% | +106.0% | -89.5% | +4.6% |
| 1Y | +4.7% | +79.7% | -74.9% | -4.5% |
| 3Y | +21.1% | +267.8% | -246.7% | -0.5% |
| All | +14.9% | +157.8% | -142.9% | -7.4% |
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