+12,406.3%
PSA vs CAKE
+3,772.9%
+8,633.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.4% |
| 7D | -3.6% | -5.6% | +2.0% | -2.6% |
| 30D | -9.4% | -10.5% | +1.1% | -7.7% |
| 3M | -8.2% | +43.6% | -51.8% | -14.5% |
| 6M | -1.8% | +63.0% | -64.9% | -10.9% |
| YTD | +15.7% | +102.9% | -87.1% | +0.8% |
| 1Y | +6.3% | +75.6% | -69.3% | -5.1% |
| 3Y | +21.6% | +257.7% | -236.2% | -6.6% |
| 5Y | +13.5% | +156.0% | -142.5% | -10.4% |
| 10Y | +101.3% | +150.5% | -49.3% | +41.8% |
| All | +12,406.3% | +3,772.9% | +8,633.4% | +6,306.1% |
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