+84.6%
TGT vs CAKE
+76.8%
+7.8%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.2% |
| 7D | +0.8% | -4.0% | +4.8% | +1.9% |
| 30D | +12.2% | +2.4% | +9.8% | +11.1% |
| 3M | +33.8% | +69.0% | -35.2% | +13.6% |
| 6M | +39.3% | +69.3% | -30.0% | +18.2% |
| YTD | +72.9% | +115.8% | -42.9% | +29.8% |
| 1Y | +84.6% | +79.3% | +5.2% | +45.9% |
| All | +84.6% | +76.8% | +7.8% | +45.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling