+41.8%
TGT vs CAKE
+261.6%
-219.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.5% | -0.5% |
| 7D | -5.2% | -4.5% | -0.7% | -3.7% |
| 30D | +1.2% | -12.4% | +13.6% | +5.8% |
| 3M | +18.4% | +37.3% | -19.0% | +4.8% |
| 6M | +33.4% | +70.7% | -37.3% | +8.3% |
| YTD | +63.8% | +106.0% | -42.2% | +22.7% |
| 1Y | +77.2% | +79.7% | -2.5% | +39.4% |
| 3Y | +41.8% | +267.8% | -226.0% | -16.8% |
| All | +41.8% | +261.6% | -219.8% | -16.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling