+148.6%
TE vs CAKE
+76.8%
+71.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.3% |
| 7D | -4.0% | -4.0% | 0.0% | -3.5% |
| 30D | -15.9% | +2.4% | -18.3% | -16.6% |
| 3M | -60.5% | +69.0% | -129.5% | -67.2% |
| 6M | -35.2% | +69.3% | -104.5% | -47.1% |
| YTD | -31.1% | +115.8% | -146.9% | -50.5% |
| 1Y | +148.6% | +79.3% | +69.3% | +129.5% |
| All | +148.6% | +76.8% | +71.9% | +129.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling