+668.7%
TEL vs CAKE
+397.0%
+271.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.3% | +0.8% |
| 7D | -2.3% | -5.6% | +3.3% | -0.4% |
| 30D | -6.1% | -10.5% | +4.5% | -2.9% |
| 3M | +1.7% | +43.6% | -41.9% | -10.8% |
| 6M | +1.6% | +63.0% | -61.4% | -15.0% |
| YTD | -9.1% | +102.9% | -112.0% | -29.6% |
| 1Y | -1.7% | +75.6% | -77.3% | -20.5% |
| 3Y | +67.3% | +257.7% | -190.4% | +3.1% |
| 5Y | +52.1% | +156.0% | -103.9% | +0.3% |
| 10Y | +299.3% | +150.5% | +148.8% | +118.1% |
| All | +668.7% | +397.0% | +271.7% | +111.4% |
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 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