+101.6%
PSX vs CAKE
+78.0%
+23.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.2% | +0.4% |
| 7D | +1.7% | -4.5% | +6.3% | +1.7% |
| 30D | +15.6% | -12.4% | +28.1% | +15.7% |
| 3M | +46.5% | +37.3% | +9.1% | +46.5% |
| 6M | +55.0% | +70.7% | -15.7% | +54.9% |
| YTD | +105.3% | +106.0% | -0.7% | +99.7% |
| 1Y | +101.6% | +79.7% | +21.9% | +92.9% |
| All | +101.6% | +78.0% | +23.6% | +92.9% |
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