+309.3%
TEL vs CAKE
+155.4%
+153.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.5% | +2.1% | +3.2% |
| 7D | +1.6% | -4.5% | +6.1% | +2.8% |
| 30D | -0.7% | -12.4% | +11.8% | +2.7% |
| 3M | +2.4% | +37.3% | -34.9% | -6.7% |
| 6M | +4.1% | +70.7% | -66.6% | -10.9% |
| YTD | -5.8% | +106.0% | -111.8% | -23.7% |
| 1Y | +0.9% | +79.7% | -78.8% | -15.5% |
| 3Y | +72.6% | +267.8% | -195.2% | +16.5% |
| 5Y | +57.5% | +159.9% | -102.3% | +12.7% |
| All | +309.3% | +155.4% | +153.9% | +143.4% |
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