+362.6%
PSX vs CAKE
+157.8%
+204.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.2% | +0.1% |
| 7D | +1.7% | -4.5% | +6.3% | +2.5% |
| 30D | +15.6% | -12.4% | +28.1% | +18.1% |
| 3M | +46.5% | +37.3% | +9.1% | +37.9% |
| 6M | +55.0% | +70.7% | -15.7% | +39.6% |
| YTD | +105.3% | +106.0% | -0.7% | +77.5% |
| 1Y | +101.6% | +79.7% | +21.9% | +78.6% |
| 3Y | +134.1% | +267.8% | -133.6% | +80.9% |
| All | +362.6% | +157.8% | +204.7% | +274.7% |
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