+1,907.3%
TFC vs CAKE
+4,004.5%
-2,097.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.0% |
| 7D | +2.2% | -1.1% | +3.3% | +2.6% |
| 30D | -2.5% | +0.4% | -2.9% | -2.8% |
| 3M | +4.5% | +59.9% | -55.4% | -9.6% |
| 6M | +11.0% | +75.1% | -64.1% | -6.9% |
| YTD | +5.9% | +115.0% | -109.1% | -16.6% |
| 1Y | +14.6% | +81.6% | -67.0% | -5.5% |
| 3Y | +96.7% | +279.1% | -182.4% | +28.6% |
| 5Y | +15.6% | +170.6% | -155.1% | -19.7% |
| 10Y | +98.6% | +160.3% | -61.7% | +25.7% |
| All | +1,907.3% | +4,004.5% | -2,097.2% | +658.2% |
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