+96.9%
PSX vs CAKE
+147.7%
-50.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.7% | -9.2% | -4.4% |
| 7D | -5.2% | +9.1% | -14.3% | -4.9% |
| 30D | -3.7% | +5.8% | -9.6% | -3.6% |
| 3M | +26.8% | +9.3% | +17.4% | +27.2% |
| 6M | +47.3% | +96.1% | -48.8% | +47.1% |
| YTD | +105.4% | +131.4% | -26.0% | +95.0% |
| 1Y | +96.9% | +146.1% | -49.1% | +83.8% |
| All | +96.9% | +147.7% | -50.8% | +83.8% |
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 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