+267.8%
CAKE vs TPG
+81.8%
+186.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +1.0% |
| 7D | -4.5% | -9.4% | +4.9% | -1.4% |
| 30D | -12.4% | -5.3% | -7.2% | -11.3% |
| 3M | +37.3% | +12.9% | +24.4% | +30.1% |
| 6M | +70.7% | +20.1% | +50.6% | +57.1% |
| YTD | +106.0% | -22.5% | +128.5% | +123.9% |
| 1Y | +79.7% | -19.7% | +99.3% | +91.2% |
| 3Y | +267.8% | +81.2% | +186.6% | +176.8% |
| All | +267.8% | +81.8% | +186.0% | +176.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling