+40.1%
PYPL vs CAKE
+155.4%
-115.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.8% | +0.4% |
| 7D | -2.3% | -4.5% | +2.3% | -1.2% |
| 30D | -9.0% | -12.4% | +3.4% | -6.4% |
| 3M | +30.6% | +37.3% | -6.8% | +20.1% |
| 6M | +18.6% | +70.7% | -52.2% | +2.8% |
| YTD | -7.2% | +106.0% | -113.2% | -23.5% |
| 1Y | -19.3% | +79.7% | -98.9% | -31.3% |
| 3Y | -12.3% | +267.8% | -280.1% | -38.0% |
| 5Y | -80.9% | +159.9% | -240.8% | -85.9% |
| All | +40.1% | +155.4% | -115.3% | -14.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling