+3,816.2%
CAKE vs TXT
+1,245.8%
+2,570.4%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.6% |
| 7D | -1.1% | -0.2% | -0.8% | -1.0% |
| 30D | +0.4% | -11.1% | +11.5% | +5.3% |
| 3M | +59.9% | -13.0% | +72.9% | +68.0% |
| 6M | +75.1% | -16.2% | +91.3% | +86.2% |
| YTD | +115.0% | -8.7% | +123.7% | +120.1% |
| 1Y | +81.6% | -3.8% | +85.4% | +81.9% |
| 3Y | +279.1% | +5.5% | +273.6% | +263.0% |
| 5Y | +170.6% | +12.3% | +158.3% | +152.8% |
| 10Y | +160.3% | +97.4% | +62.9% | +93.8% |
| All | +3,816.2% | +1,245.8% | +2,570.4% | +677.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling