+79.3%
CAKE vs TXT
-1.0%
+80.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.5% |
| 7D | -4.0% | -4.8% | +0.8% | -3.0% |
| 30D | +2.4% | -10.6% | +13.0% | +4.9% |
| 3M | +69.0% | -13.2% | +82.1% | +72.7% |
| 6M | +69.3% | -20.3% | +89.6% | +78.8% |
| YTD | +115.8% | -9.3% | +125.0% | +110.2% |
| 1Y | +79.3% | -2.7% | +82.0% | +66.2% |
| All | +79.3% | -1.0% | +80.3% | +66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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