+349.0%
TECK vs CAKE
+155.4%
+193.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.4% |
| 7D | -3.8% | -4.5% | +0.7% | -2.6% |
| 30D | +0.7% | -12.4% | +13.2% | +4.4% |
| 3M | +4.6% | +37.3% | -32.7% | -4.9% |
| 6M | +25.1% | +70.7% | -45.6% | +6.5% |
| YTD | +39.2% | +106.0% | -66.8% | +12.2% |
| 1Y | +60.3% | +79.7% | -19.3% | +33.8% |
| 3Y | +62.9% | +267.8% | -204.9% | +9.3% |
| 5Y | +181.5% | +159.9% | +21.6% | +97.8% |
| All | +349.0% | +155.4% | +193.6% | +184.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling