+152.2%
CAKE vs TXT
+14.1%
+138.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.3% | -0.8% | +0.2% |
| 7D | -4.5% | +2.4% | -7.0% | -5.9% |
| 30D | -12.4% | -8.9% | -3.6% | -7.7% |
| 3M | +37.3% | -13.6% | +50.9% | +47.8% |
| 6M | +70.7% | -13.1% | +83.8% | +82.2% |
| YTD | +106.0% | -7.0% | +113.0% | +108.7% |
| 1Y | +79.7% | -1.4% | +81.1% | +74.8% |
| 3Y | +267.8% | +6.9% | +260.8% | +229.1% |
| All | +152.2% | +14.1% | +138.1% | +107.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling