+46.5%
PYPL vs CAKE
+151.5%
-105.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -3.2% |
| 7D | +1.7% | -1.1% | +2.8% | +2.0% |
| 30D | -9.7% | +0.4% | -10.2% | -10.1% |
| 3M | +29.2% | +59.9% | -30.7% | +14.0% |
| 6M | +13.9% | +75.1% | -61.2% | -2.3% |
| YTD | -8.1% | +115.0% | -123.1% | -25.6% |
| 1Y | -21.4% | +81.6% | -103.0% | -33.7% |
| 3Y | -11.8% | +279.1% | -290.9% | -39.0% |
| 5Y | -81.1% | +170.6% | -251.8% | -86.3% |
| 10Y | +36.9% | +160.3% | -123.4% | -18.8% |
| All | +46.5% | +151.5% | -105.0% | -11.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling