+218.5%
PWR vs CAKE
+261.6%
-43.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.5% | +3.6% | +4.9% |
| 7D | +4.2% | -4.5% | +8.7% | +4.9% |
| 30D | -4.0% | -12.4% | +8.4% | -2.2% |
| 3M | -4.8% | +37.3% | -42.1% | -11.0% |
| 6M | +14.6% | +70.7% | -56.1% | +1.6% |
| YTD | +54.2% | +106.0% | -51.7% | +29.8% |
| 1Y | +67.1% | +79.7% | -12.5% | +45.3% |
| 3Y | +218.5% | +267.8% | -49.3% | +110.2% |
| All | +218.5% | +261.6% | -43.2% | +110.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling