+99.6%
PSX vs CAKE
+76.8%
+22.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.2% |
| 7D | +4.5% | -4.0% | +8.5% | +4.6% |
| 30D | +26.6% | +2.4% | +24.2% | +26.5% |
| 3M | +39.3% | +69.0% | -29.7% | +39.0% |
| 6M | +56.8% | +69.3% | -12.5% | +57.8% |
| YTD | +101.8% | +115.8% | -13.9% | +96.6% |
| 1Y | +99.6% | +79.3% | +20.3% | +91.5% |
| All | +99.6% | +76.8% | +22.8% | +91.5% |
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