+7,887.2%
TD vs CAKE
+2,863.1%
+5,024.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.4% |
| 7D | -0.5% | -4.5% | +4.0% | +0.4% |
| 30D | -1.9% | -12.4% | +10.5% | +0.7% |
| 3M | +4.8% | +37.3% | -32.6% | -2.8% |
| 6M | +28.0% | +70.7% | -42.7% | +12.9% |
| YTD | +30.3% | +106.0% | -75.7% | +10.0% |
| 1Y | +59.8% | +79.7% | -19.9% | +38.5% |
| 3Y | +124.7% | +267.8% | -143.1% | +62.6% |
| 5Y | +127.0% | +159.9% | -32.9% | +70.7% |
| 10Y | +303.2% | +154.3% | +148.8% | +170.2% |
| All | +7,887.2% | +2,863.1% | +5,024.1% | +3,151.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE 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 CAKE 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