+152.2%
CAKE vs TENB
-35.4%
+187.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -6.0% | +7.5% | +2.7% |
| 7D | -4.5% | -12.1% | +7.6% | -2.2% |
| 30D | -12.4% | -18.6% | +6.2% | -9.4% |
| 3M | +37.3% | +12.1% | +25.3% | +30.7% |
| 6M | +70.7% | +46.8% | +23.9% | +50.4% |
| YTD | +106.0% | +28.0% | +78.0% | +86.2% |
| 1Y | +79.7% | -1.4% | +81.1% | +74.4% |
| 3Y | +267.8% | -33.9% | +301.7% | +288.0% |
| All | +152.2% | -35.4% | +187.6% | +156.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TENB.
Daily Out/Under-Performance
Portfolio return minus TENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TENB 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 TENB 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