+79.7%
CAKE vs TPG
-16.9%
+96.5%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +1.3% |
| 7D | -4.5% | -9.4% | +4.9% | -3.1% |
| 30D | -12.4% | -5.3% | -7.2% | -11.9% |
| 3M | +37.3% | +12.9% | +24.4% | +33.4% |
| 6M | +70.7% | +20.1% | +50.6% | +62.9% |
| YTD | +106.0% | -22.5% | +128.5% | +120.6% |
| 1Y | +79.7% | -19.7% | +99.3% | +85.0% |
| All | +79.7% | -16.9% | +96.5% | +85.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 1y: compounded portfolio wealth divided by compounded TPG 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…
1y analysis · Full analysis span regression · 6 months rolling