+2,212.2%
TECK vs CAKE
+523.2%
+1,689.0%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.1% | -1.0% |
| 7D | +4.9% | -4.6% | +9.4% | +6.6% |
| 30D | +5.2% | -6.6% | +11.8% | +7.6% |
| 3M | +13.8% | +52.9% | -39.1% | -3.8% |
| 6M | +38.5% | +65.7% | -27.3% | +12.8% |
| YTD | +47.3% | +107.8% | -60.5% | +10.2% |
| 1Y | +81.0% | +78.5% | +2.5% | +42.3% |
| 3Y | +79.9% | +266.4% | -186.5% | +4.9% |
| 5Y | +207.9% | +159.6% | +48.2% | +89.7% |
| 10Y | +389.5% | +156.6% | +232.9% | +146.7% |
| All | +2,212.2% | +523.2% | +1,689.0% | +532.1% |
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